CRM

coco
メンバー

Industry Companies vs. Contacts

解決

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?

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KatieSchieder
解決策
投稿者 | Solutions Partner
投稿者 | Solutions Partner

Industry Companies vs. Contacts

解決

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

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9件の返信
JEpner
参加者

Industry Companies vs. Contacts

解決

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..

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jennysowyrda
コミュニティーマネージャー
コミュニティーマネージャー

Industry Companies vs. Contacts

解決

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
解決策
投稿者 | Solutions Partner
投稿者 | Solutions Partner

Industry Companies vs. Contacts

解決

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
参加者

Industry Companies vs. Contacts

解決

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

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amandafann
投稿者

Industry Companies vs. Contacts

解決

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
メンバー

Industry Companies vs. Contacts

解決

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

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KatieSchieder
投稿者 | Solutions Partner
投稿者 | Solutions Partner

Industry Companies vs. Contacts

解決

Yes, I believe you should be able to

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af
参加者

Industry Companies vs. Contacts

解決

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!

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coco
メンバー

Industry Companies vs. Contacts

解決

Thank you! I will give this a try

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