Lists, Lead Scoring & Workflows

Est
Mitglied

Add associated company phone to contact

lösung

I'm new to HubSpot so apologies if this is something obvious. I want to be able to see the associated company phone number when I look at my contact list. Appreciate any help on this.

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1 Akzeptierte Lösung
Phil_Vallender
Lösung
Koryphäe | Diamond Partner
Koryphäe | Diamond Partner

Add associated company phone to contact

lösung

Hi @Est,

 

Since you can't add company properties to a view of contacts, the way to do this is to use a workflow (part of Marketing Pro or the new Sales Professional) to map the company phone number to a contact property of your choosing, and then add this to your view of contacts.


Hope this helps.

Phil Vallender | HubSpot Website Agency

Lösung in ursprünglichem Beitrag anzeigen

1 Antwort
Phil_Vallender
Lösung
Koryphäe | Diamond Partner
Koryphäe | Diamond Partner

Add associated company phone to contact

lösung

Hi @Est,

 

Since you can't add company properties to a view of contacts, the way to do this is to use a workflow (part of Marketing Pro or the new Sales Professional) to map the company phone number to a contact property of your choosing, and then add this to your view of contacts.


Hope this helps.

Phil Vallender | HubSpot Website Agency