Converting contacts to customers best practice

aorob
メンバー

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 いいね!
1件の承認済みベストアンサー
Shubham_Sharma
解決策
ガイド役

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 : ) 

元の投稿で解決策を見る

0 いいね!
2件の返信 2
aorob
メンバー

That worked! Thank you @Shubham_Sharma !

Shubham_Sharma
解決策
ガイド役

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 いいね!