Syncing leads status in Contacts with CompaniesSOLVE
Apr 5, 2018 5:36 AM
Rookie question: When I update a lead status in Contacts, how come the status change is not visible when I go to Companies? Is there a way to see the the status update in both contacts and companies when one of the other is updated? (my contacts are already synced with the corressponding companies). Thanks!
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Apr 10, 2018 8:29 AM
Well, definitely not a rookie question because I didn't even know about that field! It looks like the ability to control the synch of Lead Status between Contact and Company is not established under the Contacts and Companies settings the way HubSpot Owner and Lifecycle Stage are. I would log a feature request for that. In the meantime, it looks like you can DIY it via workflow - create a workflow to copy the Contact Lead Status to the Company Lead Status. The only thing I can think of to trigger the workflow is Last Modified Date of the Contact record, because I guess Lead Status can change frequently. Good Luck!