CRM

clairespec
Teilnehmer/-in

Syncing Contact Company name with Company

lösung

I'm aware of this post  HERE, however the answer provided doesn't actually work, at least not anymore. 

 

It doesn't seem to be possible to set a company name in contact properties to sync with the Contact's associated company via workflows as suggested. 

 

I was wondering if this is possible at all. I want to keep form fields to a minimum and when I was being trained on this a few weeks back I was told the two automatically synced.  Is there a way to do this? 

2 Akzeptierte Lösungen
Phil_Vallender
Lösung
Koryphäe | Diamond Partner
Koryphäe | Diamond Partner

Syncing Contact Company name with Company

lösung

Hi @clairespec

 

I can confirm that the workflow approach does work. Here's how I set mine up:

Copy Company Name to Contact.png

 

Hope that helps.

Phil Vallender | HubSpot Website Agency

Lösung in ursprünglichem Beitrag anzeigen

HubSpotMaster
Lösung
Autorität | Diamond Partner
Autorität | Diamond Partner

Syncing Contact Company name with Company

lösung
8 Antworten
HubSpotMaster
Lösung
Autorität | Diamond Partner
Autorität | Diamond Partner

Syncing Contact Company name with Company

lösung

@sixsteps Here is the workflow

Capture.JPG

RKennedy
Teilnehmer/-in

Syncing Contact Company name with Company

lösung

How is the first enrollment trigger made? The one that says " At least one associated company has Name is known."

0 Upvotes
Phil_Vallender
Lösung
Koryphäe | Diamond Partner
Koryphäe | Diamond Partner

Syncing Contact Company name with Company

lösung

Hi @clairespec

 

I can confirm that the workflow approach does work. Here's how I set mine up:

Copy Company Name to Contact.png

 

Hope that helps.

Phil Vallender | HubSpot Website Agency
Thomas_MB
Mitglied

Syncing Contact Company name with Company

lösung

Hey @Phil_Vallender ,

 

is there a re-enrollment solution included? From time to time the company association changes. It would be great, if the proposed workflow could cover that. I'm not sure yet.

 

Thanks for your help!

 

Thomas

0 Upvotes
HubSpotMaster
Autorität | Diamond Partner
Autorität | Diamond Partner

Syncing Contact Company name with Company

lösung

@Thomas_MB You can add a criteria if Company Name is modified in last day. You will also need to set up the workflow to allow re-enrollment. This should help you capture any time the field is updated so it updates the contact as well. 

 

The one thing to be careful about is only writing this one way otherwise you will just create a circular workflow that keeps running 🙂 (Both ways meaning contact to a company, company to contact. 

 

Hope this helps,

Adam

 

sixsteps
Teilnehmer/-in

Syncing Contact Company name with Company

lösung

Can you share a screengrab of this @HubSpotMaster

mwalker
Mitglied

Syncing Contact Company name with Company

lösung

I have a question in regards to re-enrolling a contact once an associated company has changed. How exactly can I add the criteria to say if it's been modified then re-enroll the contact into the workflow?

 

I have attempted to add this into the workflow but cannot find the modified date option. Any help is appreciated.

0 Upvotes
clairespec
Teilnehmer/-in

Syncing Contact Company name with Company

lösung

Phil, thanks so much! It's always simpler than you think. 

 

Thanks again.