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SFerrer
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Question with Sync ownership between contacts and companies

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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
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Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Question with Sync ownership between contacts and companies

resolver

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

Beratungstermin mit Karsten vereinbaren

 

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1 Respuesta 1
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Question with Sync ownership between contacts and companies

resolver

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
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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