CRM

alexaude
Member

Merge Contact Properties with Company Property

SOLVE

We created a few custom properties for contacts and now we would like those properties to be the same on the companies. I created the same properties but we haven't manually updated all the companies with the new properties. Is there an automatic way to merge the properties together so the Contacts and Companies have the same properties?

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edjusten
Solution
HubSpot Employee
HubSpot Employee

Merge Contact Properties with Company Property

SOLVE

Hi @alexaude  If you have a Professional Marketing Subscription, you can use the Workflow tool to copy contact properties to company properties. Outside of that however, you will need to do it manually. 

 

Ed 


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3 Replies 3
edjusten
Solution
HubSpot Employee
HubSpot Employee

Merge Contact Properties with Company Property

SOLVE

Hi @alexaude  If you have a Professional Marketing Subscription, you can use the Workflow tool to copy contact properties to company properties. Outside of that however, you will need to do it manually. 

 

Ed 


Did my post help answer your query? Help the Community by marking it as a solution
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howardmarxb
Participant

Merge Contact Properties with Company Property

SOLVE
 
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alexaude
Member

Merge Contact Properties with Company Property

SOLVE

Thank you. 

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