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Industry Companies vs. Contacts

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新規投稿者

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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受理された解決策
常連投稿者

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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コミュニティーマネージャー

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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常連投稿者

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

新規投稿者

Thank you! I will give this a try

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af
一般投稿者

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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新メンバー

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

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常連投稿者

Yes, I believe you should be able to

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新規投稿者

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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