Copy Company Info to Contact, BUT only when property to map is unknown

SOLVE
BFurlo
Member

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. 

 

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer

Hi @BFurlo,

 

In your company-based workflow's enrollment triggers, you can also select contact properties. These would be the settings you're looking for:

 

city.png

 

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
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

1 Reply 1
karstenkoehler
Solution
Hall of Famer

Hi @BFurlo,

 

In your company-based workflow's enrollment triggers, you can also select contact properties. These would be the settings you're looking for:

 

city.png

 

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
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post