Sync Associated Company with Contact Company

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Sachkundiger

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.  

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Stratege
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
4 Antworten
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Vordenker | Diamond Solutions Partner

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 | Inbound marketing for B2B technology companies
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Sachkundiger

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

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Stratege
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
Sachkundiger

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

 

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

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