Connecting Contacts and Companies fields

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denis_tafi
Member

Is there a way to assign a company to an owner and have all associated contacts be assigned to the same owner automatically?

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MFrankJohnson
Solution
Thought Leader


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Q: Is there a way to assign a company to an owner and have all associated contacts be assigned to the same owner automatically?

 

Short A: Sure is - see How can I sync ownership between contacts and companies?

 

Longer A: n/a

 

Hope that helps. 

 

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Please tag @MFrankJohnson if you'd like me to respond.

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

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Hope that helps.

 

Be well,
Frank


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MFrankJohnson
Solution
Thought Leader


2000px-Ok_sign_font_awesomeDid my post help answer your query?

Help the Community by marking it as SOLVED

 

Q: Is there a way to assign a company to an owner and have all associated contacts be assigned to the same owner automatically?

 

Short A: Sure is - see How can I sync ownership between contacts and companies?

 

Longer A: n/a

 

Hope that helps. 

 

share-on-Linkedin-Button-75x19.png 


hubspot-forum-signature-badge-v01.png

 

Please tag @MFrankJohnson if you'd like me to respond.

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

View solution in original post

0 Upvotes