CRM

Knyp
Participante

Duplicating Addresses Info From Company Record

resolver

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 Soluciones aceptada
Phil_Vallender
Solución
Miembro estimable | Partner nivel Diamond
Miembro estimable | Partner nivel Diamond

Duplicating Addresses Info From Company Record

resolver

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

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1 Respuesta 1
Phil_Vallender
Solución
Miembro estimable | Partner nivel Diamond
Miembro estimable | Partner nivel Diamond

Duplicating Addresses Info From Company Record

resolver

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