Copy Company Info to Contact, BUT only when property to map is unknown
resolver
Hello,
I understand how to use Workflow to copy the City across to all Contacts associated with a Company, but can I copy the City only to Contacts where the City is unknown?
Contacts are based at diferent offices so for the ones I 'know' I don't want the Workflow to overide what I have manually input into the CRM from another source.
In your company-based workflow's enrollment triggers, you can also select contact properties. These would be the settings you're looking for:
Keep in mind that the requirement here is "At least one associated" contact. If two contacts are associated with a company, one contact's city is known, the other's isn't, then the company would be enrolled and the workflow would copy the information to both contacts.
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
In your company-based workflow's enrollment triggers, you can also select contact properties. These would be the settings you're looking for:
Keep in mind that the requirement here is "At least one associated" contact. If two contacts are associated with a company, one contact's city is known, the other's isn't, then the company would be enrolled and the workflow would copy the information to both contacts.
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer