Use Company-Industry to fill in Contacts-Industry

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AlessioManfrin
Member

Hi Community! ...My first post Smiley Embarassed

 

In my Companies the field Industry in Known.

In Contacts the field Industry in unknown.

Every Contact is associated with a Company.

 

Can I automatically fill Contact-Industry field by engrossing it from the associated Company?

 

Thx!!

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1 Accepted solution

Accepted Solutions
JessicaH
Solution
HubSpot Alumni

Hi @AlessioManfrin,

 

Welcome to the community! 🙂

There's no way to do this automatically for free users (since workflows would be required).

However, it might help you to bulk edit the records (as explained in this article https://knowledge.hubspot.com/contacts/how-can-i-bulk-edit-contacts-companies-deals-or-tasks).

 

I hope this helps.

Take care!

Jess 


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JessicaH
Solution
HubSpot Alumni

Hi @AlessioManfrin,

 

Welcome to the community! 🙂

There's no way to do this automatically for free users (since workflows would be required).

However, it might help you to bulk edit the records (as explained in this article https://knowledge.hubspot.com/contacts/how-can-i-bulk-edit-contacts-companies-deals-or-tasks).

 

I hope this helps.

Take care!

Jess 


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Utnanwp
Member

Hello Jessica-

I had the same question but I am a paid user.  How do I use a workflow to automatically connect the company industry to the contact record for that company? 

Thanks

Natalie

0 Upvotes
PamCotton
Community Manager

Hello @Utnanwp 

 

I would recommend in the workflow using the option "Copy a property value "  ( More information here

 

You may need to create a custom property in contacts if you have not yet to be able to copy this property.

 

I hope this helps.

Pam

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JGriffioen
Member

Recently, this industry property issue came up on my end as well.

 

It would be very convenient if the Company industry property could be assigned, by default, to the Contacts belonging to that company. If necessary, this default Contact industry property could then be overwritten by the record owner for additional detail/segmentation info.

 

Enabling this feature should not require workflow. It should take no more than some simple relational database programming. Link the Customer Industry field to its parent Company Industry field, with the ability to overwrite it.

 

The suggested bulk edit solution is far too complicated and labor-intensive.

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