HubSpot Ideas

Trevor

Parent-child company properties available for workflows

Hello, this would be helpful for multiple reasons. An example of a use case would be to create a workflow to copy the parent company Hubspot owner to its child companies. Thanks!

HubSpotからのアップデート
ステータスに更新: Delivered
December 06, 2023 01:33 PM

Hi All - 

 

This is now live! You can now create same object associations for more than just companies (so contact to contact etc.) and you can access data from these associated same objects in workflows and use it to update your records. You'll also be able to send emails in workflows to the enrolled contacts, associated contacts. 

 

For more information on how to set up these associations you can check out the Associate records knowledge base article, and for more information on how to use associated object data in workflows using the Data Panel, you can check out the Create workflows knowledge base article. 

 

Thanks,

Emma

October 19, 2023 07:39 AM

Hey @JDavis08 - The knowledge base article I shared in my last post will show you how to use these associations throughout the workflow tool, so I definitely recommend taking a look at that to see how. You'd either use the Set Property Value action or the Copy Property Value action to update a property on the parent or child. This is linked to the exact spot (or the bullet below for Copy Property Value) in the knowledge base article which should be the most helpful!

 

ステータスに更新: In Beta
October 18, 2023 08:05 AM

Hi All,

 

Just a quick update from the HubSpot product team! The public beta which allows you to access your parent-child company data in workflows is now open, enabling you to update properties on either the enrolled company or it's parent/child. As a part of this, the team has also rolled out the ability to associate records of the same object, other than companies, for example contact to contact. Once you set up these associations you will also be able to access their data in workflows.

 

To join the public beta just open your portal, click on the name of your portal on the top right, click on "Product Updates", and then look for the beta titled "Associate Records of the Same Object Type". For more information on how to set up these associations and access them in workflows, you can check out the Knowledge Base article

 

Thanks,

Emma

October 02, 2023 08:59 AM

Hi Everyone - I'm a product manager on the Automation team at HubSpot.

 

The ability to access data from parent/child companies in workflows, as well as from other same objects (for example contacts that are associated to each other), is currently in the final rounds of testing and bug bashing! Will update this status once it's in public beta and you can request access in your portal. 

 

Thanks for this feedback and your patience here!

 

Best,

Emma

ステータスに更新: Being Reviewed
May 18, 2020 01:18 PM

Hi Everyone,

 

I'm Jesse Tremblay, Product Manager for our Automation products here at HubSpot. Thanks for all of your feedback on this thread.

 

While we don't currently have anything planned here, we are going to be reviewing this idea. We will update this thread as we learn more.

 

Best,

Jesse

105件のコメント
lindsaycarbonel
メンバー

The ability to copy properties automatically from parent to children companies would be super helpful!

HannahTeehan
メンバー

This would cut out a lot of manual work for us, it is definitely needed!

PaulSandquest
参加者

This is definitely a requirement, surprised this can not already be done.

 

We need to sync company owners between parent and child companie, as well as various other properties. 

 

Frustrating that this is not yet possible.

BastiSchuhl
トップ投稿者

Great idea! This would be a very valueable addition to managing large and complex company ecosystems. The current parent - child functionality would immensly benefit from this! 

Bruno_Petersen
参加者

Absolutely agree that this is necessary. 
Without it, the parent-child association is pretty much useless. 

ashleyriegert
メンバー

Would love to be able to automate property updates from a parent company to the children underneath it. 

RComish
メンバー

We need this too badly.

tmcdonnell
メンバー

yes - this is a critical feature for consistent database management.

Grant_TGB
メンバー

Yes, this is critical. Please make this happen.

JDominguez
メンバー

I need this, please!!!

NGarner
メンバー

Please please please make this happen. We have customers with multiple branches, depending on their situation it may be that one or more sales people will need to service the account.  It would be great to have 1 parent landing page for the company, and child pages for all branches. 

JPedler
参加者

Agree with others that this is a critical feaure to support - child companies need to be able to 'inherit' parent company properties for various reasons.  The entire handling of Parent/Child Company relationships in HubSpot should be looked at b/c it is not very robust at this time.  We are migrating from SFDC to HubSpot and this is one area where users are frustrated with lost functionality.

MYapp
参加者

+1 for this functionality

adeaver
メンバー

We desperately need this functionality!! We too need to be able to create a workflow that updates the owners of child companies when the owner of a parent company is added/updated.

ISoobiah
メンバー

Strong upvote for this idea - spent ages looking for this functionality because I couldn't believe it wouldn't already exist!

Really, really need this to be developed.

AnnieRECIPE
投稿者 | Platinum Partner

Need this stat, please 🙂 🙂 🙂 

BBradley_
メンバー

Please implement this! Severely needed.

ComeLaguarigue
メンバー

I need this a lot! I need to copy the owner of the parent account to the child account. Thanks for your help

RMcNeil7
メンバー

How is this idea this old and still not done? Very much needed.

andie-ryan
メンバー

This would be really useful for us, and cut down on manual work. There are several company properties that should inherit their values from the parent company. This would also make it easier to integrate Hubspot with some of our other tools.