Updating Company property based on contact property

Smart CRM & Sales Hub CRM
1

When HubSpot was set up, I set the Company property “Company Industry” to sync to the Contact property “Industry,” but now I need it to be the opposite: the contact property syncing to the company property.

However, I can’t change it because it is already in use in a set of records.

I thought I could set a workflow to update the company property when the contact property is updated or created, but I’m unsure how to do that.

Or is there a better way to do this?

Thank you for any advice.

2

Hi @MQuigley60,

If your current sync is set up via a sync property, then you can’t change the direction and steps are unfortunately a bit more involved. This is what a sync property is: Create sync properties that copy data to associated records

If you set up a sync property that mirrors the company industry on the contact record, and now you want to change direction, you would have to do the following:

  1. Create a new contact industry property (the sync one is not editable)
  2. Copy information from your existing sync property into the new property (either via bulk edit, import, or workflow)
  3. Create a contact-based workflow that enrolls contacts when the new property value is known AND the industry field value on the associated company is unknown, then use the ‘Edit record’ workflow action to set the value of the associated company’s industry field to the value of the new contact property

If you did not set up a sync property but a workflow that copies from company to contact, you would first have to find and turn off this workflow. You can do so by checking the property history of a contact you know was updated through this workflow, it’ll link to it: View a record's property history

You would then follow step 3 above.

Below is a draft of that workflow, using company name instead of industry:

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Alternatively, you can of course also set up a sync property in the other direction. Keep in mind however that this means the value on the company record is not editable.

Let me know if you have any follow-up questions.

3

Thank you so much. Just to be clear, can I set up the new contact property to sync with the company property?

And steps 1-3 take care of the existing data, and after that, when a new contact is created and the property “industry” is filled in, it will sync to the company record.

4

@MQuigley60 assuming that you have previously created a sync property (which I don’t know), yes.

5

Thanks so much! You are awesome!:+1: