CRM

Spaceman
参加者

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

解決

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 いいね!
1件の承認済みベストアンサー
MiaSrebrnjak
解決策
コミュニティーマネージャー
コミュニティーマネージャー

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

解決

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

 


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元の投稿で解決策を見る

2件の返信
Spaceman
参加者

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

解決

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 いいね!
MiaSrebrnjak
解決策
コミュニティーマネージャー
コミュニティーマネージャー

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

解決

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