CRM

Knyp
Teilnehmer/-in

Duplicating Addresses Info From Company Record

lösung

I was wondering if it's possible so that when I associate a contact with a company if it could automatically fill out the contacts address information from the company? Our company doesn't currently require the individuals address but rather just duplcating the companies address but I cannot seem to find a way to set it up to automate. 

1 Akzeptierte Lösung
Phil_Vallender
Lösung
Koryphäe | Diamond Partner
Koryphäe | Diamond Partner

Duplicating Addresses Info From Company Record

lösung

Hi @Knyp

 

This sort of thing is possible but only with the workflow feature of the HubSpot Marketing Pro product. I use these to map company name and domain from the company to the contact. Unfortunately, this is not possible automatically with just the CRM. 

 

Hope that helps.

Phil Vallender | HubSpot Website Agency

Lösung in ursprünglichem Beitrag anzeigen

1 Antwort
Phil_Vallender
Lösung
Koryphäe | Diamond Partner
Koryphäe | Diamond Partner

Duplicating Addresses Info From Company Record

lösung

Hi @Knyp

 

This sort of thing is possible but only with the workflow feature of the HubSpot Marketing Pro product. I use these to map company name and domain from the company to the contact. Unfortunately, this is not possible automatically with just the CRM. 

 

Hope that helps.

Phil Vallender | HubSpot Website Agency