How do you import address information (city,state) from Company to Deal
SOLVE
1 Accepted solution
How do you import address information (city,state) from Company to Deal
SOLVE
Q: I would like to have the city and state populate from Company automatically into Deal. Any sugestions??
Short A: n/a
Longer A: Since City and State aren't default HubSpot Deal properties, you'll want to create custom Deal properties. Once done, you'll want to build a workflow to auto-copy each Company City and States property to a Deal when created.
- see HubSpot's default deal properties
- see Create custom properties
Help answer your question? If so, remember to accept this solution now.
Best,
Frank
Chief HubSpot Consultant
MFrankJohnson.com | Perfect HubSpot Series | Connect on LinkedIn
Help find posts quickly ... accept this solution now.
How do you import address information (city,state) from Company to Deal
SOLVE
Q: I would like to have the city and state populate from Company automatically into Deal. Any sugestions??
Short A: n/a
Longer A: Since City and State aren't default HubSpot Deal properties, you'll want to create custom Deal properties. Once done, you'll want to build a workflow to auto-copy each Company City and States property to a Deal when created.
- see HubSpot's default deal properties
- see Create custom properties
Help answer your question? If so, remember to accept this solution now.
Best,
Frank
Chief HubSpot Consultant
MFrankJohnson.com | Perfect HubSpot Series | Connect on LinkedIn
Help find posts quickly ... accept this solution now.
