Conflict: Workflow to copy contact property to company. What if the contacts have various properties
SOLVE
Just started using Hubspot at my new job, and I'm cleaning up our data, starting with using some workflows.
Many contacts have a lifecycle stage, but the company lifecycle stage isn't updated (just left blank). I can make a workflow to watch for a contact lifecycle, and have the company lifecycle update to match.
But what if you had 2 contacts at a company with different lifecycle stages? I think these are lurking in our account. If it's looking to match contact lifecycle to company, if the contact lifecycles are different, which one is chosen?
If you turn on a workflow that looks at all contacts and sync their lifecycle to their associated company, each contact will try to sync and you can control in what order. However, because lifecycle is designed to not move backward unless cleared, the lifecycle of the contact that is furthest along will stick.
If you turn on a workflow that looks at all contacts and sync their lifecycle to their associated company, each contact will try to sync and you can control in what order. However, because lifecycle is designed to not move backward unless cleared, the lifecycle of the contact that is furthest along will stick.
Conflict: Workflow to copy contact property to company. What if the contacts have various properties
SOLVE
Phil,
Can I use the same process if I want to sync the state/region property? Can I use a workflow to take the State/Region of a contact and have it copy to be the state/region property of their associated company?
Conflict: Workflow to copy contact property to company. What if the contacts have various properties
SOLVE
Thanks, Phil! I have the company lifecycle>contact lifecycle setting turned on already. Your advice about conflicting lifecycles and which one will be chosen for the company is really helpful!