Connecting a Contact field to a Company field

[ChrisTaylor]

We have a field with each Contact that is for their company. I just added that field as a custom field for the Company listings. Is there any way to connect the field and value in Contacts over to that Company listing without having to manually do it?

Thanks

[ConnorSlivensky]

You could set up a workflow for if a contact's company is known but their "company name" property isn't to copy the first value into the second property or vice versa. 

[jackcoldrick · Accepted solution]

Hi @ChrisTaylor,

There is no way to link a contact field to a company field. However there is a way to copy all existing values in that contact field (if it is a dropdown) so you do not have to go through the process of re-adding every single option. The process looks like this:

1) Create a custom dropdown property on the Company object and select "load options"

2) Choose to "copy from property"

3) Select the Contact property you wish to copy values from:

The example above is using a "Country" field which could contain 100s of options. However in theory the process is the same regardless.

There is more information in this post I replied to yesterday if that helps to provide more context: https://community.hubspot.com/t5/CRM/Creating-country-as-a-deal-property/m-p/302611#M116789

Happy to answer any questions you might have!

Best,

Jack

[ChrisTaylor]

Excellent, thanks!