Lists, Lead Scoring & Workflows

LEnzler
Membre

Workflows - Assigning Property to Contacts that were created After Company

Résolue

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?

 

 

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karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Workflows - Assigning Property to Contacts that were created After Company

Résolue

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!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Workflows - Assigning Property to Contacts that were created After Company

Résolue

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!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

LEnzler
Membre

Workflows - Assigning Property to Contacts that were created After Company

Résolue

That worked perfectly! Thank you @karstenkoehler!

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