CRM

OTommy
Membro

Use Companies to Auto Populate Industry field

resolver

Hi there,

 

Am quite new to using hubspot, and I was wondering if it's possible to use hubspot to auto populate an industry field for our accounts?

0 Avaliação positiva
1 Solução aceita
GeorgeBThomas
Solução
Orientador(a) | Parceiro Elite
Orientador(a) | Parceiro Elite

Use Companies to Auto Populate Industry field

resolver

@OTommy 

 

There is a thing called HubSpot Company Insights.

Below is more information on it.

It does say that Industry is one of the items.

 

If you add or import a company record with a company domain name, data will be pulled from HubSpot Insights to update the company record. 

https://knowledge.hubspot.com/companies/hubspot-insights-on-company-records

 

I'm thinking a simple workflow based on if Company Industry is known, copy it to contact industry might be exactly what you are looking for?

 

If you have questions about this, just let us know.

George B. Thomas

HubSpot Helper & Owner

George B. Thomas, LLC

(252) 656-5950 | (330) 232-6117
george@georgebthomas.com
www.georgebthomas.com

Exibir solução no post original

1 Resposta 1
GeorgeBThomas
Solução
Orientador(a) | Parceiro Elite
Orientador(a) | Parceiro Elite

Use Companies to Auto Populate Industry field

resolver

@OTommy 

 

There is a thing called HubSpot Company Insights.

Below is more information on it.

It does say that Industry is one of the items.

 

If you add or import a company record with a company domain name, data will be pulled from HubSpot Insights to update the company record. 

https://knowledge.hubspot.com/companies/hubspot-insights-on-company-records

 

I'm thinking a simple workflow based on if Company Industry is known, copy it to contact industry might be exactly what you are looking for?

 

If you have questions about this, just let us know.

George B. Thomas

HubSpot Helper & Owner

George B. Thomas, LLC

(252) 656-5950 | (330) 232-6117
george@georgebthomas.com
www.georgebthomas.com