CRM

iamathlete
Contributor | Platinum Partner
Contributor | Platinum Partner

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.
 
  1. We have two properties that appear on both Contact and Company records: Membership Type, Membership Expiration
  2. 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....)
  3. 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..... 
 
Any ideas on how to cleanly solve my problem?
0 Upvotes
1 Accepted solution
johnelmer
Solution
Top Contributor | Elite Partner
Top Contributor | Elite Partner

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
Bayard Bradford

Advanced CRM Implementation | HubSpot Custom Integration Services | Datawarehouse.io Apps for HubSpot
Elite HubSpot Solutions Partner
> Follow me on LinkedIn

View solution in original post

2 Replies 2
dmattauch
Top Contributor

How to keep Company and Contact properties in sync

SOLVE

hey @iamathlete ,

We are developing a quick addon to make property syncing easier.

You can take a look: https://saleshubfriend.com/masterproperty

 

Thanks

 

0 Upvotes
johnelmer
Solution
Top Contributor | Elite Partner
Top Contributor | Elite Partner

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
Bayard Bradford

Advanced CRM Implementation | HubSpot Custom Integration Services | Datawarehouse.io Apps for HubSpot
Elite HubSpot Solutions Partner
> Follow me on LinkedIn