CRM

clairespec
Participant

Syncing Contact Company name with Company

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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 Solutions acceptées
Phil_Vallender
Solution
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Membre irremplaçable | Partenaire solutions Diamond

Syncing Contact Company name with Company

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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

Voir la solution dans l'envoi d'origine

HubSpotMaster
Solution
Conseiller clé | Partenaire solutions Diamond
Conseiller clé | Partenaire solutions Diamond

Syncing Contact Company name with Company

Résolue
8 Réponses
HubSpotMaster
Solution
Conseiller clé | Partenaire solutions Diamond
Conseiller clé | Partenaire solutions Diamond

Syncing Contact Company name with Company

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@sixsteps Here is the workflow

Capture.JPG

RKennedy
Participant

Syncing Contact Company name with Company

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

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Phil_Vallender
Solution
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Membre irremplaçable | Partenaire solutions Diamond

Syncing Contact Company name with Company

Résolue

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
Membre

Syncing Contact Company name with Company

Résolue

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

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HubSpotMaster
Conseiller clé | Partenaire solutions Diamond
Conseiller clé | Partenaire solutions Diamond

Syncing Contact Company name with Company

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@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
Participant

Syncing Contact Company name with Company

Résolue

Can you share a screengrab of this @HubSpotMaster

mwalker
Membre

Syncing Contact Company name with Company

Résolue

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.

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clairespec
Participant

Syncing Contact Company name with Company

Résolue

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

 

Thanks again.