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RMiller0

‎Nov 30, 2022 8:54 AM

Member

Companies are draw across from Emails, if not in the CRM system, if you draw them over automatically, why is the Industry/ Company ower and Type not placed automatically into the comapny info. 

 

Also is there a way of populating Industry, Company owner and Type fileds atuomatically if companies already list with onboarding. To many blanks to fill in mannually???????????

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Jaycee_Lewis

‎Nov 30, 2022 2:35 PM

Thought Leader

Hi, @RMiller0 👋 Can you share more details about your project? I am not 100% clear on what is being asked. Are you asking about HubSpot Insights? Which can autopopulate Company records with known data.

 

If not, can you provide more context for the community, please?

 

Best,

Jaycee





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Developers
Nov 30, 2022