Are you frustrated with the granularity of the automated/default Hubspot Company Industries? Boy do I have some news for you. While the Hubspot automation for filling a Company's "Industry" field is fantastic for saving time, I've found some pain points. With our business (sponsorship sales), we take a much broader approach to categories in some cases, and a more granular approach in others. And, since you can't delete default Industries, it can be tricky. For example, Accounting, Banking and Financial Services we would prefer to just bundle into a custom industry property, "Finance/Banking." The workflow automation looks something like this: Enrollment Trigger = Company Industry is Known If/Then Branch: IF Industry is any of; Accounting, Banking, Financial Servies, etc. THEN create property value; Company Industry = Finance/Banking This worked. You'll have to have your custom Industries already input in order to select in the workflow. I'd imagine you could do one workflow for all industries, or do separate workflows for the industries you'd like to bundle. I'll likely opt for the latter, as I think that'd be easier to make changes to down the road.
...read more