CRM

coco
Membre

Industry Companies vs. Contacts

Résolue

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 Solution acceptée
KatieSchieder
Solution
Contributeur | Partenaire solutions
Contributeur | Partenaire solutions

Industry Companies vs. Contacts

Résolue

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

Voir la solution dans l'envoi d'origine

9 Réponses
JEpner
Participant

Industry Companies vs. Contacts

Résolue

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 Votes
jennysowyrda
Gestionnaire de communauté
Gestionnaire de communauté

Industry Companies vs. Contacts

Résolue

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
Solution
Contributeur | Partenaire solutions
Contributeur | Partenaire solutions

Industry Companies vs. Contacts

Résolue

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
Participant

Industry Companies vs. Contacts

Résolue

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 Votes
amandafann
Contributeur

Industry Companies vs. Contacts

Résolue

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
Membre

Industry Companies vs. Contacts

Résolue

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

0 Votes
KatieSchieder
Contributeur | Partenaire solutions
Contributeur | Partenaire solutions

Industry Companies vs. Contacts

Résolue

Yes, I believe you should be able to

0 Votes
af
Participant

Industry Companies vs. Contacts

Résolue

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 Votes
coco
Membre

Industry Companies vs. Contacts

Résolue

Thank you! I will give this a try

0 Votes