• Créditos da HubSpot: Desbloqueie ferramentas poderosas para o crescimento

    Dúvidas?

CRM

WClayton
Participante

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

resolver

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 Avaliação positiva
1 Solução aceita
karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

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

resolver

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.

Exibir solução no post original

0 Avaliação positiva
2 Respostas 2
karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

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

resolver

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 Avaliação positiva
WClayton
Participante

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

resolver

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

0 Avaliação positiva