CRM

WClayton
参加者

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

解決

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?

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

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

解決

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.

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2件の返信
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

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

解決

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 いいね!
WClayton
参加者

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

解決

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

0 いいね!