Identifying the first contact to associated to a company record

[AShachar1]

Hi All, 

I am looking to build a workflow that identifies and tags the first contact to associated with a company. For example, when a new contact and company are created within the system, I would like to identify that contact as the first contract to associate to the company. Over time I may associated additional contacts to that company records, but I still want to be able identify who the first was. 

Any ideas/suggestions on how to go about this? Thanks for the help!

[karstenkoehler · Accepted solution]

Hi @AShachar1,

This is going to be difficult retroactively, but going forward it could look like this:

1. Create a contact-based workflow
2. Enroll contacts based on "When filter criteria is met", select company properties and enroll by "Number of associated contacts is 1"
3. Use "Set property value" to tag your contact in a custom property

The limitations of this workflows lie within removal of contacts. If you have a company with two associated records and remove one, it would qualify as one associated contact and flag the remaining one. If you're okay with this approximation, the above will work from now on.

If not, then I think you'll have to use the HubSpot CRM API.

Best regards!