CRM

Martinezzz
Participant

Copy contact properties from company properties

SOLVE

Here is the thing. I have a company with 3 contacts in it. I want to create Company property. For example, this would be a Country or a City (I know that there exist default ones).  After I write something in the Country, I want it to be automatically assigned or copied to the same Contact property. E.g. Write USA in company and USA appear in contacts. Is this possible?

 

Thanks in advance!

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1 Accepted solution
MFrankJohnson
Solution
Thought Leader

Copy contact properties from company properties

SOLVE

Q: [How to] Write USA in company and USA appear in contacts?

 

Short A: Use a workflow that triggers on <custom company property> is known.

 

Longer A:

(see image)

hubspot-workflow-copy-company-property-to-contact-property.png

 

As @Phil_Vallender pointed out, you may not be able to use this functionality in free versions of the tool.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

View solution in original post

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4 Replies 4
MFrankJohnson
Solution
Thought Leader

Copy contact properties from company properties

SOLVE

Q: [How to] Write USA in company and USA appear in contacts?

 

Short A: Use a workflow that triggers on <custom company property> is known.

 

Longer A:

(see image)

hubspot-workflow-copy-company-property-to-contact-property.png

 

As @Phil_Vallender pointed out, you may not be able to use this functionality in free versions of the tool.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
0 Upvotes
MElerson0
Member

Copy contact properties from company properties

SOLVE

How would you set this up with a Number (Currency) property? I currently have the workflow set up as...

  • Trigger: Number (Currency) [company property] has been updated in the last 1 day.
  • Set Property Value: Set contact property Number (Currency) of the associated contacts labeled All contacts to ...
    • This is where it is requiring a number instead of changing the number to match the Number (Currency) [company property] that was updated. 
0 Upvotes
Martinezzz
Participant

Copy contact properties from company properties

SOLVE

Guys thank you so much for your answers! The problem has been solved!

0 Upvotes
Phil_Vallender
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Copy contact properties from company properties

SOLVE

Hi @Martinezzz

 

This is only possible if you have workflows, which are a paid feature. If you are using the free CRM, or HubSpot Marketing Free or Starter, I don't believe you can do it. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency
0 Upvotes