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We wan't to link the company information to the contact via the company_employer_id. We would then personalize emails and utilize the company information in a workflow.
Hubspot says its not possible and this thread looks similar, but maybe there is a hack.
I think you can achieve that easily via the Search the CRM API if you have access to custom coded actions within workflows.
However if you don't, you can use this marketplace app, associ8.
This app lets you associate records and also find them based on a property value.
You could set up a workflow for your imported contacts that searches through the companies email and then makes the association. See screen grab below :
Hope this helps ! If it does, please consider marking this answer as a solution 🙂
Best,
Ludwig
CTO @ Mi4 Hubspot Platinum Partner and Integration Expert
Passionate human, very curious about everything data and automation.
I think you can achieve that easily via the Search the CRM API if you have access to custom coded actions within workflows.
However if you don't, you can use this marketplace app, associ8.
This app lets you associate records and also find them based on a property value.
You could set up a workflow for your imported contacts that searches through the companies email and then makes the association. See screen grab below :
Hope this helps ! If it does, please consider marking this answer as a solution 🙂
Best,
Ludwig
CTO @ Mi4 Hubspot Platinum Partner and Integration Expert
Passionate human, very curious about everything data and automation.
I cannot see a workaroud for this but I want to tag some of our experts here @LMeert@Mike_Eastwood@Josh can you think of anything else here for @SethPerrett ?