Linking New Property Between Contacts and Companies

[norilyn]

Hi Team,

I’d like to clarify how we can connect the newly created Company Type property (under Company properties) to both Contacts and Companies, ensuring synchronized updates.

Current Setup:

• We’ve added Company Type (e.g., "Supplier" for Company A).

• Company A has an associated Contact 1.

Goal:

• Display Company Type in Contact 1’s profile automatically, inheriting it from Company A.

• Ensure edits to Company Type (whether updated via Company or Contact) reflect universally.

This way, we avoid manual updates in both sections. Could you advise on the best way to implement this, and if possible?

[RKon]

You can do this using a custom property on the Contact level and a workflow to sync it from the associated Company. Create a Contact property (Company Type (synced)), then build a workflow that copies the value from the Company’s Company Type field to the Contact’s version whenever the Company property changes.

The tricky part is the two-way sync, HubSpot doesn't natively support pushing values from Contacts to Companies based on association, so you’d need a custom-coded workflow or external tool for that. In most setups, it’s safer to treat the Company as the single source of truth and just sync it one-way to the Contact. Keeps things cleaner and avoids accidental overwrites.

[karstenkoehler · Accepted solution]

Hi @norilyn,

This is best done with a sync property, requiring a Professional or Enterprise subscription: https://knowledge.hubspot.com/properties/create-sync-properties

This would be one way (contact mirrors company) and is currently the best solution.

Two way solutions are theoretically possible with workflows (same subscription level), but more prone to error. This would rely on the 'Edit record' workflow action.

If you're on the free CRM or Starter, this cannot be achieved without third party tools like Zapier.

Best regards!