CRM

AVilain
Member

Transcribe the business sector of the company to the associated contacts?

SOLVE

Hi,

We have cleaned and imported our databasis in our CRM (contacts + companies).

We have completed the sector of activity at the level company. The sector is not completed at the contact level.

Now that we are launching our campaigns by sector, my teams can not filter their contact by sector...and it costs a lot of effort...

Do you have a tip to transcribe the business sector of the company to the associated contacts?

Many thanks !

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

Transcribe the business sector of the company to the associated contacts?

SOLVE

Hi @AVilain,

 

Are you asking about making company information available on a contact record?

 

If so, this requires a Professional subscription and workflows. You would create a company-based workflow that copies the value from the company property into the contact property. I've set up an example, copying the company name into the contact record here:

 

karstenkoehler_0-1636112798166.png

 

Let me know if this is what you're looking for and if you have any follow-up questions!

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

Beratungstermin mit Karsten vereinbaren

 

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View solution in original post

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3 Replies 3
AVilain
Member

Transcribe the business sector of the company to the associated contacts?

SOLVE

Hi @karstenkoehler ,

This helps a lot !

But...Indeed, I made my own custom list for my own sectors.

Then this list doesn't not exist in my contact properties.

Instead of creating manually exactly the same list, is there a way to add this "company property list" to my contact properties ?

Many thanls !!

 

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Transcribe the business sector of the company to the associated contacts?

SOLVE

Hi @AVilain,

 

Are you asking about making company information available on a contact record?

 

If so, this requires a Professional subscription and workflows. You would create a company-based workflow that copies the value from the company property into the contact property. I've set up an example, copying the company name into the contact record here:

 

karstenkoehler_0-1636112798166.png

 

Let me know if this is what you're looking for and if you have any follow-up questions!

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
AVilain
Member

Transcribe the business sector of the company to the associated contacts?

SOLVE

Thank you Karsten, I'll have a look right now !