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adrvdw
Member

How to automatically assign a company name to the corresponding contacts working there

SOLVE

Hi, 

 

While using Hubspot snippets since a while, the "Contact: Company Name" as a variable does only work whenever I manually assign a company name to a specific contact person. However, I would like to automattically assign the company name for my entire database to its corresponding contact person, otherwise the "Contact: Company Name" does not work in snippets.

 

Thank you and regards,

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to automatically assign a company name to the corresponding contacts working there

SOLVE

Hi @adrvdw,

 

If you're assigning company records and contact records, you could also use the company object's Company name for personalization:

 

karstenkoehler_0-1655385665091.png

 

This will include any manual assocations or, if you enable it, automatic contact/company association.

 

If you want to have the company object's Company name in the contact object's Company name field, that would require a Professional subscription. You would create a company-based workflow that copies the value from the company's name into the contact's company name field. (Let me know if you need assistance with setting up such a workflow.)

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to automatically assign a company name to the corresponding contacts working there

SOLVE

Hi @adrvdw,

 

If you're assigning company records and contact records, you could also use the company object's Company name for personalization:

 

karstenkoehler_0-1655385665091.png

 

This will include any manual assocations or, if you enable it, automatic contact/company association.

 

If you want to have the company object's Company name in the contact object's Company name field, that would require a Professional subscription. You would create a company-based workflow that copies the value from the company's name into the contact's company name field. (Let me know if you need assistance with setting up such a workflow.)

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.