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WClayton
Teilnehmer/-in

How to copy a new contact's owner to the company owner

lösung

When we create a new contact that doesn't belong to an existing company Hubspot automatically creates the company using the email domain name. How can we make an automation so the company owner becomes the same as the first contact owner of that company?

0 Upvotes
1 Akzeptierte Lösung
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

How to copy a new contact's owner to the company owner

lösung

Hi @WClayton,

 

This can be done with simple contact-based workflow: https://knowledge.hubspot.com/workflows/create-workflows

 

karstenkoehler_2-1717677489566.png

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

Lösung in ursprünglichem Beitrag anzeigen

0 Upvotes
2 Antworten
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

How to copy a new contact's owner to the company owner

lösung

Hi @WClayton,

 

This can be done with simple contact-based workflow: https://knowledge.hubspot.com/workflows/create-workflows

 

karstenkoehler_2-1717677489566.png

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

0 Upvotes
WClayton
Teilnehmer/-in

How to copy a new contact's owner to the company owner

lösung

Excellent, I really appreciate that. It's up and working, 54 fixes made immediatey.

0 Upvotes