CRM

JGray30
Contributor

Pushing a linked company through to a contact

SOLVE

Morning

 

I have a company, with contacts linked.  The Company also has links associated to it (or will have shortly).  This association (see below) is it possible to also push this link through to the respective contacts?

JGray30_0-1707122898290.png

 

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Pushing a linked company through to a contact

SOLVE

Hi @JGray30,

 

What do you mean when you say "The Company also has links associated to it"?

 

Generally, HubSpot's automatic association rules cannot be changed. You can however set up your own association rules with third-party integrations like Associ8: https://ecosystem.hubspot.com/marketplace/apps/productivity/workflow-automation/associations-app-272...

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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Lucila-Andimol
Most Valuable Member | Platinum Partner
Most Valuable Member | Platinum Partner

Pushing a linked company through to a contact

SOLVE

Hey @JGray30 

do you mean push the contacts into a child company?

You can do this with a WF.

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Pushing a linked company through to a contact

SOLVE

Hi @JGray30,

 

What do you mean when you say "The Company also has links associated to it"?

 

Generally, HubSpot's automatic association rules cannot be changed. You can however set up your own association rules with third-party integrations like Associ8: https://ecosystem.hubspot.com/marketplace/apps/productivity/workflow-automation/associations-app-272...

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes