How to keep Company and Contact properties in sync
SOLVE
I could really use some workflow insight on this issue on how to keep properties in sync.
We have two properties that appear on both Contact and Company records: Membership Type, Membership Expiration
When a property is updated on a Company record, we need to copy the properties to all associated Contact records (I can do this workflow, that ones easy... but....)
When a property is updated on a Contact record, we need to copy the properties to the associated Company record, and then go back to #2 above (copy to all associated Contacts)
So...if a contact record is updated it would triggers a workflow to update the company record, which would trigger a workflow to update the contact record, which would trigger a workflow to update the company record.....
How to keep Company and Contact properties in sync
SOLVE
@iamathlete This might be a good use case for a custom "Membership" object. Your current approach won't scale if you have more than one contact per company.
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John Elmer, CEO Elite HubSpot Solutions Partner Advanced Implementations & Integrations | HubSpot Portal Migration Leaders | Datawarehouse.io Apps for HubSpot Follow me on LinkedIn
How to keep Company and Contact properties in sync
SOLVE
@iamathlete This might be a good use case for a custom "Membership" object. Your current approach won't scale if you have more than one contact per company.
Did this post help solve your problem? If so, please mark it as a solution.
John Elmer, CEO Elite HubSpot Solutions Partner Advanced Implementations & Integrations | HubSpot Portal Migration Leaders | Datawarehouse.io Apps for HubSpot Follow me on LinkedIn