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SamAdler
Participant

Sync Associated Company with Contact Company

SOLVE

When a LinkedIn Sync lead comes in, it gives us a Contact's personal email, not their work email. However, it does give us the Contact's company name.  However, the Company is not associated to the contact. Is there a way to associate the company to this kind of contact?  I can manually do it, but i'd like to use a workflow.  

1 Accepted solution
markkofman
Solution
Top Contributor

Sync Associated Company with Contact Company

SOLVE
not sure if there is a way to do it with native tools, but you can achieve that with Import2 Wizard. Here is a quick video about that https://youtu.be/igGhh7CcqkM

You can also automate those steps if needed - https://wizard.import2.com/apps/hubspot

Basically you would setup an automated update of any co tact’s that have no company association to

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4 Replies 4
markkofman
Solution
Top Contributor

Sync Associated Company with Contact Company

SOLVE
not sure if there is a way to do it with native tools, but you can achieve that with Import2 Wizard. Here is a quick video about that https://youtu.be/igGhh7CcqkM

You can also automate those steps if needed - https://wizard.import2.com/apps/hubspot

Basically you would setup an automated update of any co tact’s that have no company association to
SamAdler
Participant

Sync Associated Company with Contact Company

SOLVE

Thanks Mark. That does look like the solution to my issue.

 

I wonder if Hubspot will make this functionality native at some point.

0 Upvotes
Phil_Vallender
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Sync Associated Company with Contact Company

SOLVE

Hi @SamAdler 

 

It's not possible, as far as I know, to use the Company Name property on the contact record to automate the assoication of the company record - this is all driven by the domain in the email address. If a prospect has used their personal email, I think your going to have to do the association manually. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency
SamAdler
Participant

Sync Associated Company with Contact Company

SOLVE

Thanks, Phil. That's unfortunate.  If I can manually do it, you'd think i'd be able to automate that with Marketing Automation...

0 Upvotes