Lifecycle Stage Sync - Company HierarchySOLVE
Mar 27, 2018 3:04 AM
Does lifecycle stage sync interact with company hierachy? We build company hierachies with parent child relationships for complex organizations. We also have lifecycle stage sync enabled between company records and contact records. Does anyone know how these two functionalities interact -- will my child company's associated contacts sync lifecycle stage to the parent company's lifecycle stage?
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Mar 27, 2018 9:28 AM
Hi, @smarcher18. There aren't any HubSpot properties with a relationship data type, so the functionality you're talking about wouldn't work natively. HubSpot will maintain contact-company associations when the functionality is enabled, but it doesn't understand parent company-child company associations, as that's not something built into the schema.
You mentioned you're building these company hierarchies. Is it through an external integration, like Salesforce? If you're specifically using that integration, you can map the Lifecycle Stage property to Salesforce, then set up automation which sets the intended value. (Alternately, if this is required on a manual basis, you can enroll contacts or companies in HubSpot workflows from the HubSpot Intelligence Visualforce page on Salesforce contacts or accounts.)
Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.