CRM

coco
Mitglied

Industry Companies vs. Contacts

lösung

Is there anyway to have the Company Industry auto populate the Contact Industry when they are associated?  Or do I have to manually update each contact?

1 Akzeptierte Lösung
KatieSchieder
Lösung
Mitwirkender/Mitwirkende | Partner
Mitwirkender/Mitwirkende | Partner

Industry Companies vs. Contacts

lösung

I think the easiest way to accomplish this would be to create a workflow like the one show below as an example

 

Company to Contact.PNG

Lösung in ursprünglichem Beitrag anzeigen

9 Antworten
JEpner
Teilnehmer/-in

Industry Companies vs. Contacts

lösung

Still not clear what 'xyz' is....  There does not seem to be an option in a Workflow to set records equal to each other, only to use a predetermined value.  It doesn't allow Industry to be a variable..

0 Upvotes
jennysowyrda
Community-Manager/-in
Community-Manager/-in

Industry Companies vs. Contacts

lösung

Hi @coco

 

What HubSpot tools are you using? Depending on what you have access to, there will be different options. 

 

@KatieSchieder do you have any advice on associating companies and contacts, and how to organize this information? 

 

KatieSchieder
Lösung
Mitwirkender/Mitwirkende | Partner
Mitwirkender/Mitwirkende | Partner

Industry Companies vs. Contacts

lösung

I think the easiest way to accomplish this would be to create a workflow like the one show below as an example

 

Company to Contact.PNG

DMTaylor
Teilnehmer/-in

Industry Companies vs. Contacts

lösung

Hi Katie,

 

Do you know where I can see a list of Hubspot's 150 pre-defined industry options for a company property?

 

Thanks

D

0 Upvotes
amandafann
Mitwirkender/Mitwirkende

Industry Companies vs. Contacts

lösung

In case anyone is still looking for Industry options, I came across these two posts where Hubspot members helped provide them! 

https://community.hubspot.com/t5/CRM/Export-industry-categories/m-p/266263

https://community.hubspot.com/t5/CRM/Set-up-workflow-to-mirror-properties-between-company-and/m-p/26...

 

 

JustinDadavan
Mitglied

Industry Companies vs. Contacts

lösung

Can I apply this workflow to my pre-existing contacts to mass adjust their industry type?

0 Upvotes
KatieSchieder
Mitwirkender/Mitwirkende | Partner
Mitwirkender/Mitwirkende | Partner

Industry Companies vs. Contacts

lösung

Yes, I believe you should be able to

0 Upvotes
af
Teilnehmer/-in

Industry Companies vs. Contacts

lösung

Hi Katie. Every time I copy over the company industry to the contact industry it shows up all capitalized. Is there a way to have it just capitalize the first letter of the industry? Thanks!

0 Upvotes
coco
Mitglied

Industry Companies vs. Contacts

lösung

Thank you! I will give this a try

0 Upvotes