Do Companies Sync With Contacts?SOLVE
Feb 8, 2017 10:32 AM
How do I make a change to a Company (i.e. name, address) so that it will update/sync to all Contacts within the Company?
I've noticed that some Companies don't contain the same information as Contacts - although they were automatically generated, not manually created, so I'm surprised and confused by how that works.
Solved! Go to Solution.
Feb 9, 2017 2:35 PM
When Companies are automatically created based on Contacts in the CRM, certain details like address are populated from our database of publicly available company information.
However, this data does not sync to Contacts that are associated with the Company and we do not offer a feature to do this automatically in the CRM.
Our Marketing product offers an automation feature called Workflows that can be configured to copy company property information on to associated contacts. Our marketing product is a paid subscription that you do not appear to have at this time.