CRM

aGILISIUM
Member

Custom Company Property with Contact as dropdown input

SOLVE

Hi there,

 

We would like to create custom company property and set contacts as drop down style input. We want to tag key folks from partner that has given us the lead (company) for tracking purpose.

 

Right now we use single line text and it's prone to errors. Pl let us know how to achieve this. 

 

Best,

Arun Chinnadurai

1 Accepted solution
jennysowyrda
Solution
Community Manager
Community Manager

Custom Company Property with Contact as dropdown input

SOLVE

Hi @aGILISIUM,

 

You can create a custom contact property in the dropdown style by following the steps outlined here.

 

Thank you,
Jenny

View solution in original post

0 Upvotes
5 Replies 5
DEbert
Contributor

Custom Company Property with Contact as dropdown input

SOLVE

We are looking for the same feature.

0 Upvotes
jennysowyrda
Solution
Community Manager
Community Manager

Custom Company Property with Contact as dropdown input

SOLVE

Hi @aGILISIUM,

 

You can create a custom contact property in the dropdown style by following the steps outlined here.

 

Thank you,
Jenny

0 Upvotes
aGILISIUM
Member

Custom Company Property with Contact as dropdown input

SOLVE

Hi @jennysowyrda,

 

Thanks for the revert. Appreciate it!

 

Just like how we can use "Hubspot User" as field type for a custom properties, we would like to use "Hubspot Contact" as a field type while creating custom Company property. That way we can tag contacts from partners that brought in a lead/prospect.

 

Pl advise how we can achieve the same

 

Best,

Agilisium.

0 Upvotes
jennysowyrda
Community Manager
Community Manager

Custom Company Property with Contact as dropdown input

SOLVE

Hey @aGILISIUM,

 

There isn't a default way to pull in an active list of all contacts into a custom Company property. I would recommend taking a look at the contacts api as a starting point.

 

Additionally, HubSpot does have the ability to associate contacts with a company, so depending on your use case that could be an in app solution for you. 

 

Thank you,

Jenny

0 Upvotes
aGILISIUM
Member

Custom Company Property with Contact as dropdown input

SOLVE

Hey @jennysowyrd

 

Thanks for sharing this article. Pl let's internalize with our IT Team on this.

 

Best,

Agilisium

0 Upvotes