Workflows - Assigning Property to Contacts that were created After Company

[LEnzler]

Hi - 

I am looking to automate the assignment of a property to Contacts that were created AFTER their associated Company was created.

Haven't been able to figure out how to do this in a HubSpot Workflow so that it will automate for new contacts. Any ideas?

[karstenkoehler · Accepted solution]

Hi @LEnzler,

This is going to require a two step process:

1. Create a workflow that copies the company create date into the contact record
   • Create a custom contact date property 'Company create date'
   • Create a company-based workflow that re-enrolls companies when 'Number of associated contacts is known' and then use the 'Copy property value' action to copy the company 'Create date' to all associated contacts
2. Create a contact-based workflow that compares the 'Create date' with the 'Company create date'
   • Enroll contacts when 'Company create date' is known
   • Use a branch to check whether 'Create date' is before 'Company create date'
   • Set up your 'Set property value' actions in each branch accordingly

That should be it 🙂

Best regards!

[LEnzler]

That worked perfectly! Thank you @karstenkoehler!