Olá! Nós temos uma Comunidade em Português!

Associate a contact record to a company based upon phone number match

Currently, you can set HubSpot to automatically link a contact record to company by a email match - the problem being, if you work with franchise organizations, you could potentially link a contact to a company that they don't work for based upon having the same @franchise location email extension. It would be great if you could choose more options to link a contact to a company automatically, including a phone number match, an address match, etc. That way, depending on your webform you create, you could choose the option that best works for you. 

HubSpot updates
2 Comentários
toricook
Sachkundiger

And the ability to create a company from the "company name" field on the contact with an options to auto-associate contact and company also!

SteveArmitage
Berater

This is an issue we've come across. We have many customers with multiple locations, so being able to identify with domain and then a second location value(s) or area code would be ideal