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Converting contacts to customers best practice

aorob
Membro

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! 

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1 Solução aceita
Shubham_Sharma
Solução
Orientador(a)

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 : ) 

Exibir solução no post original

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2 Respostas 2
aorob
Membro

That worked! Thank you @Shubham_Sharma !

Shubham_Sharma
Solução
Orientador(a)

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 Avaliação positiva