Lists, Lead Scoring & Workflows

sberry11
Top Contributor

Sync Associated Company with Contact Company

SOLVE

I've been trying to set up a workflow to put the associated company name in the contact Company Name field. I don't see where it's an option to do this? Am I missing it or is it not possible?

 

Thanks,

Sarah

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Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Sync Associated Company with Contact Company

SOLVE

Hi @sberry11

 

I do this too - it's a really good idea. 

 

On the Company object, the company name property is called just 'Name', whereas on the Contact it is called 'Company Name'.

 

So your workflow needs to copy 'Name' to 'Company Name'. 

 

It's a good idea to make sure this workflow does not run until Name has had a chance to populate but including something like 'Name is known' in the enrollment criteria. 

 

I do the same thing with company website, when I don't have it on the Contact already, so that the Contact about view has all the information needed. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

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Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Sync Associated Company with Contact Company

SOLVE

Hi @sberry11

 

I do this too - it's a really good idea. 

 

On the Company object, the company name property is called just 'Name', whereas on the Contact it is called 'Company Name'.

 

So your workflow needs to copy 'Name' to 'Company Name'. 

 

It's a good idea to make sure this workflow does not run until Name has had a chance to populate but including something like 'Name is known' in the enrollment criteria. 

 

I do the same thing with company website, when I don't have it on the Contact already, so that the Contact about view has all the information needed. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency