Using a Form to Update Company Properties

mirandairby
参加者

I have created a form in Hubspot to collect company information with the intent of updating in Hubspot.  We ask the user to input their Company ID as the first form field, which we email them as the "onboarding code".  It is connected to the Company ID property.  However, instead of updating that company, it is always creating a new company.  What I am missing?

0 いいね!
1件の承認済みベストアンサー
danmoyle
解決策
最優秀メンバー | Platinum Partner
最優秀メンバー | Platinum Partner

Hi @mirandairby  When I look in my form builder, I don't see the HubSpot Object ID as a property - is it a custom property y'all made? That won't de-duplicate, unfortunately. In HubSpot, the Company object is based on the company's domain name (their URL, website) which is then tied to the Contact's email. That's the unique identifier. So I'd ask them to input their Company domain name like so: 

danmoyle_0-1657226345028.png

You can also turn this setting on to ensure HubSpot is creating and associating companies to the contacts automatically: 

danmoyle_1-1657226427999.png

Hope that helps! 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!

I use all tools available to help answer questions. This may include other Community posts, search engines, and generative AI search tools. But I always use my experience and my own brain to make it human.


linkedininstagram

Dan Moyle

Solutions Consultant

Digital Reach Online Solutions
emailAddress
daniel@digitalreachopm.com
website
https://www.digitalreachos.com/

元の投稿で解決策を見る

0 いいね!
5件の返信 5
oliwawa
参加者 | Platinum Partner
参加者 | Platinum Partner

Maybe old thread. But if you have multiple companies with the same company domain name what company will be updated then?

CTA9
投稿者

Hi @mirandairby,

Right now there are only 2 unique identifiers for companies in HubSpot,
1. Company Domain
2. Object ID
We need to choose one from the above two.

This is a highly requested feature from HubSpot, let's see when it is available for this kind of scenario.

Thanks

mirandairby
参加者

Thanks!

danmoyle
解決策
最優秀メンバー | Platinum Partner
最優秀メンバー | Platinum Partner

Hi @mirandairby  When I look in my form builder, I don't see the HubSpot Object ID as a property - is it a custom property y'all made? That won't de-duplicate, unfortunately. In HubSpot, the Company object is based on the company's domain name (their URL, website) which is then tied to the Contact's email. That's the unique identifier. So I'd ask them to input their Company domain name like so: 

danmoyle_0-1657226345028.png

You can also turn this setting on to ensure HubSpot is creating and associating companies to the contacts automatically: 

danmoyle_1-1657226427999.png

Hope that helps! 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!

I use all tools available to help answer questions. This may include other Community posts, search engines, and generative AI search tools. But I always use my experience and my own brain to make it human.


linkedininstagram

Dan Moyle

Solutions Consultant

Digital Reach Online Solutions
emailAddress
daniel@digitalreachopm.com
website
https://www.digitalreachos.com/
0 いいね!
mirandairby
参加者

Thank you!

0 いいね!