How do you switch a contact property to be a company property?

SOLVE
JesRichards
Participant

Is there a way to change a property from a contact one to a company one? We have custom properties that are categorized under contacts now from our old CRM, but we want to move them to be at the company level instead. For example Type: Prospect, client, vendor. They are client, but we go by the company level

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Accepted Solutions
edjusten
Solution
HubSpot Employee

Hi @JesRichards . If you have a Professional or Enterprise level subscriptioin to HubSpot marketing software, you can build a workflow to move a contact property to a company property. Otherwise, you will have to do it manually. 

 

If you can create a CSV with the correct values, and the CSV includes the Company Domain Name and Company Website you can upload it as a company import and populate the properties that way.  

 

Ed 

 

 

INBOUND 2017 is just around the corner. Find out more at inbound.com or check out the post on the main Community page.


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1 Reply 1
edjusten
Solution
HubSpot Employee

Hi @JesRichards . If you have a Professional or Enterprise level subscriptioin to HubSpot marketing software, you can build a workflow to move a contact property to a company property. Otherwise, you will have to do it manually. 

 

If you can create a CSV with the correct values, and the CSV includes the Company Domain Name and Company Website you can upload it as a company import and populate the properties that way.  

 

Ed 

 

 

INBOUND 2017 is just around the corner. Find out more at inbound.com or check out the post on the main Community page.


Did my post help answer your query? Help the Community by marking it as a solution

View solution in original post