Sorting contacts by Associated Company is not workingSOLVE
Apr 28, 2017 4:42 AM
Sure! HubSpot's Pro marketing software includes a feature called workflows - these are really the essence of marketing automation. Workflows can do many things like sending emails to contacts and changing contact properties. One function is to copy information from one field to another.
I use a workflow to copy the contents of the name field in the company object into the company name filed of the contact record - if that makes sense.
Workflows are not included in the free CRM unfortunatly.
Let me know if you have any questions.