Associate a Company's City/State with Contacts

[paf25]

Companies are automatically assigned city/st/zip but that does not carry over into the contacts with the same associated company.  Is there a way to automatically assign a contact with the same city, state and zip as the associated company? 

[Josh · Accepted solution]

Hi @paf25,

This can be accomplished if you are using a Pro version so that you can use Workflows. You can set the enrollment criteria to copy specific values from a company to a contact or the other way around. You would add an action for each of the values you want to copy over. 

If you are using Free, I do not believe there is a way to accomplish this automatically.