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MLeonard54
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Email address not auto populating for custom objects

I have a custom object built out with Contacts associated to each "object." When I select the email button, it doesn't auto populate the associated contact's email address. I have to type it in. Is there a way to fix this?

1 Resposta 1
jolle
Especialista reconhecido(a)

Email address not auto populating for custom objects

Hey @MLeonard54, thanks for reaching out! 

 

Do you see somewhere that the email address from the contact is supposed to automatically copy over to your custom object? I haven't heard of that functionality before, but I could be missing something.

 

I believe that all you're doing by creating the association is defining the relationship between both items. If you want to copy data between them, you should be able to accomplish that with a workflow (more info in this HubSpot Knowledge Base article). You'd just need a workflow that copies the email of the associated contact into your email property on your custom object when the association is established (or some other trigger that you define).

 

Hope this helps, but let me know if I'm totally missing something here! Thanks!

Jacob Olle

Director of Marketing Technology

NgageContent

HubSpot Certified Trainer

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jacob@ngagecontent.com
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