Industry Companies vs. Contacts

lösung
Autorität

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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Akzeptierte Lösung / Akzeptierte Lösungen

Akzeptierte Lösungen
Regular Contributor

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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Community Manager

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? 

 


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Regular Contributor

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

Autorität

Thank you! I will give this a try

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af
Regular Contributor

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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New Member

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

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Highlighted
Regular Contributor

Yes, I believe you should be able to

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Autorität

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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