Onboarding

Spaceman
Participant

Auto-assign a contact to a company by matching email address to company domain name.

SOLVE

We know that we can assign one or more domain names to a company.

When a new contact is added, if the domain name component (after the @ sign) of their email address is a match for the domain name of a company, it would be great if that contact is auto-assigned to that company.

Or perhaps there's a way of doing this that I don't know about?

Thanks!

Ross

0 Upvotes
1 Accepted solution
MiaSrebrnjak
Solution
Community Manager
Community Manager

Auto-assign a contact to a company by matching email address to company domain name.

SOLVE

Hi @Spaceman,

 

I can help with this one! 🙂 

 There is a feature in HubSpot that auto-assigns contacts to companies with the corresponding domain based on their email address! 

Account settings:

Screenshot 2022-04-11 at 14.58.55.png

 

If this option is selected, the contacts should be assigned to the right companies automatically. Let me know if you have any additional questions! 

 

Cheers
Mia, Community Team

 


Wusstest du, dass es auch eine DACH-Community gibt?
Nimm an regionalen Unterhaltungen teil, indem du deine Spracheinstellungen änderst


Did you know that the Community is available in other languages?
Join regional conversations by
changing your language settings

View solution in original post

2 Replies 2
Spaceman
Participant

Auto-assign a contact to a company by matching email address to company domain name.

SOLVE

That's great, thank you.

In one Hubspot account I have, this was already enabled, but in another, it wasn't. But I definitely can't remember seeing this setting before in either of the accounts. So I've no idea how one was set to "on", and the other to "off" 😁

0 Upvotes
MiaSrebrnjak
Solution
Community Manager
Community Manager

Auto-assign a contact to a company by matching email address to company domain name.

SOLVE

Hi @Spaceman,

 

I can help with this one! 🙂 

 There is a feature in HubSpot that auto-assigns contacts to companies with the corresponding domain based on their email address! 

Account settings:

Screenshot 2022-04-11 at 14.58.55.png

 

If this option is selected, the contacts should be assigned to the right companies automatically. Let me know if you have any additional questions! 

 

Cheers
Mia, Community Team

 


Wusstest du, dass es auch eine DACH-Community gibt?
Nimm an regionalen Unterhaltungen teil, indem du deine Spracheinstellungen änderst


Did you know that the Community is available in other languages?
Join regional conversations by
changing your language settings