Lists, Lead Scoring & Workflows

SSaiyed
Member

append employee number and copy from company over to lead

SOLVE

What should be the workflow to append employee number and copy from company over to lead ?

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1 Accepted solution
Bryantworks
Solution
Key Advisor

append employee number and copy from company over to lead

SOLVE

Hey @SSaiyed,

 

You'll want to make a Company based workflow like so:

Bryantworks_1-1659348751333.png

 

 

You'll want to make sure that enrollment is on as well to update all contacts at the company when they come in.  I use both properties so that if the company is updated it'll update all contacts as well as updating anytime a new contact is associated.  

 

Hope this helps!

Chris Bryant | Your Dedicated HubSpot Expert

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1 Reply 1
Bryantworks
Solution
Key Advisor

append employee number and copy from company over to lead

SOLVE

Hey @SSaiyed,

 

You'll want to make a Company based workflow like so:

Bryantworks_1-1659348751333.png

 

 

You'll want to make sure that enrollment is on as well to update all contacts at the company when they come in.  I use both properties so that if the company is updated it'll update all contacts as well as updating anytime a new contact is associated.  

 

Hope this helps!

Chris Bryant | Your Dedicated HubSpot Expert