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SFerrer
Member

Question with Sync ownership between contacts and companies

SOLVE

Hello, it would be great if someone can help me asnwer the following question. 

 

1. If you Sync ownership between contacts and companies what happen with the contacts that dont hace a company?

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

Question with Sync ownership between contacts and companies

SOLVE

Hi @SFerrer,

 

Usually, the sync works like this, see here:

 

  • The Company owner property will update the Contact owner property of the contacts associated with the company.
  • The Contact owner property will not overwrite the associated Company owner property unless the Company owner property is blank.

 

For contacts without a company records, nothing will happen. It can't sync to a company record and it can't pull information from a company record.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

Question with Sync ownership between contacts and companies

SOLVE

Hi @SFerrer,

 

Usually, the sync works like this, see here:

 

  • The Company owner property will update the Contact owner property of the contacts associated with the company.
  • The Contact owner property will not overwrite the associated Company owner property unless the Company owner property is blank.

 

For contacts without a company records, nothing will happen. It can't sync to a company record and it can't pull information from a company record.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

0 Upvotes