Converting contacts to customers best practice

aorob
Miembro

New to Hubspot CRM (formerly SFDC user).

 

I've uploaded companies and contacts into CRM. 

 

Some companies are correctly designated as "customers" through this import, but their associated contacts are not.

 

What is the best practice for:

1. Converting these companies associated contact records to "customer"

2. Ongoing, when a company converts to paying customer, automatically flipping all of that company's associated contacts to customer.

 

I want to do this so I can segment contacts into the appropriate email lists. Thanks! 

0 Me gusta
1 Soluciones aceptada
Shubham_Sharma
Solución
Guía

Hey @aorob 

 

Have you enabled these settings in your account: https://knowledge.hubspot.com/object-settings/manage-how-lifecycle-stages-sync-between-objects#compa... 

 

Shubham_Sharma_0-1714926100084.png

 

If not kindly chcek this article and if still you need any help in this iam happy to fix this : ) 

Ver la solución en mensaje original publicado

0 Me gusta
2 Respuestas 2
aorob
Miembro

That worked! Thank you @Shubham_Sharma !

Shubham_Sharma
Solución
Guía

Hey @aorob 

 

Have you enabled these settings in your account: https://knowledge.hubspot.com/object-settings/manage-how-lifecycle-stages-sync-between-objects#compa... 

 

Shubham_Sharma_0-1714926100084.png

 

If not kindly chcek this article and if still you need any help in this iam happy to fix this : ) 

0 Me gusta