Auto populate industry for both Company and Contact

SOLVE
Woodwam
Member

Hi Community

 

I am perplexed. I want to target my contacts by industry, amongst other filters, but this data does not populate automatically from the company record to the associated contact record. Am I missing something? This seems like a basic need and Hubspot's response for a workflow solution seems overly complicated. How else do you segregate your contacts if industry is important? 

 

Many thanks

 

Mark 

0 Upvotes
1 Accepted solution

Accepted Solutions
karstenkoehler
Solution
Most Valuable Member

Hi @Woodwam,

 

A workflow is currently the best option to synchronize values between contacts and companies, correct. Other users have already requested that some fields be kept in sync automatically but that's currently not possible for the Industry yet.

 

If you're simply interested in segmentation, company properties can also be accessed in contact lists (and, via these lists, in contact filtered views.)

 

karstenkoehler_0-1627886556916.png

 

Let me know if you have follow-up questions!

 

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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1 Reply 1
karstenkoehler
Solution
Most Valuable Member

Hi @Woodwam,

 

A workflow is currently the best option to synchronize values between contacts and companies, correct. Other users have already requested that some fields be kept in sync automatically but that's currently not possible for the Industry yet.

 

If you're simply interested in segmentation, company properties can also be accessed in contact lists (and, via these lists, in contact filtered views.)

 

karstenkoehler_0-1627886556916.png

 

Let me know if you have follow-up questions!

 

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post