CRM

ASahin
Participant

Keep adress from company in sync with contact

Dear Community,

we are struggling to keep the adress like adress, city, zip, country from companies in sync with contacts.

Since we are a B2B company, a contact's address is never different from the company's address.
To copy the information from the company i created a workflow.

 

But if the contact is created first and not the company, the workflow does not trigger.

 

Also if the someone changes the adresss afterwards, i need to manually retrigger the workflow.

 

Is there a way to just keep these infromations in sync?
Like if something changes in the company or contact, it automatically changes this information to the assosiated object?

 

Some tipps would be helpful.

 

Thank you

 

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2 Replies 2
Phil_Vallender
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Keep adress from company in sync with contact

Hi @ASahin 

 

To copy the company address from the company object to all contacts, regardless of what order they are created in, you could use a company-based workflow that is triggered whenever an address property (ie. street address or city) is known, with re-enrollment also turned on for that property - so that if the company record is changed, it updates all contacts too. I.e: 

Copy.png

You will most like need another workflow triggered based on changes (is known + re-enrollment) to the contact address - the actions will depend on wether this should update the company record or, in fact, should be overwritten by the company record's details.


Hope this helps?

Phil Vallender | HubSpot Website Agency
ASahin
Participant

Keep adress from company in sync with contact

Hey @Phil_Vallender ,

 

thanks for the quick reply.
The worklflow i created is similiar to the screenshot you sent and this works.

 

Can you be more specific to the second part of you message regarding changes?
How would the workflow look like if there are changes in the adress afterwards?
Thanks 🙂

 

 

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