If you enable automatically create and assoicate companies with contacts, HubSpot will automatically create the company whenever it can identify the email domain and the company doens not already exist. Works pretty well.
I understand that there is an option that can be enabled for Hubspot to auto create the company based on the domain and Insights can also do this (we have that enabled), but is there a workflow that can be created to auto create an associated company if the contact has a free email address and there is a company on the contact record?
I attempted to create a workflow in which those enrolled have a free email address, company (contact property) is known and name (company property) is unknown. That then is set to copy the contact property, company to company property, name. But it is not working because it states "Contact isn't associated with a company ID" because it is not able to create an associated company for the contact.
We have a landing page for employee registration of a specific company. One of the fields that an employee needs to enter are: company email address (optional) and personal email address (required). Thus, our contacts' primary address is their personal email address. Initially, I was having the same issue on how to automate the creation of company record and its association with contact record upon submission of the form.
I was able to resolve the issue with this workaround:
- I created a custom property named "Alternate email" and displayed as "Personal Email Address" in the submission form
- I created another custom property named "Company email address" and displayed as "Company Email Address" in the submission form
- I made the "Email" property hidden with a default value of default<company domain> (dummy email address for the company). This will trigger the auto-creation of company and its association with contact. Please make sure that "Automatically create and associate companies with contacts" feature of HubSpot is enabled.
- Then I created a workflow that will replace the dummy email address with the correct one whichever is available.