Reporting & Analytics

SSaiyed
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populate number of employees field

解決

Hey is there a way to auto populate number of emloyees field in HubSpot if the name of the company (Primary Company) is known ?

 

SSaiyed_0-1659152328517.png

 

So I have switched this button ON and that will autopopulate all the primary company fields for any new leads/contacts coming in and even the existing ones. Is there a way HubSPot can use this autofilled Primary Company field to autopopulate Number of Employees field as well ? 

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Teun
解決策
名誉エキスパート | Diamond Partner
名誉エキスパート | Diamond Partner

populate number of employees field

解決

Hi @SSaiyed ,

 

If you have Operations Hub Pro / Enterprise, you could use a coded action in a workflow to achieve this. It would look something like this:

 

Schermafbeelding 2022-08-01 om 08.19.20.png

In the coded action, you could then retrieve information of the associated company and store any information for the contact that is enrolled.



Learn more about HubSpot by following me on LinkedIn or YouTube

Did my answer solve your issue? Help the community by marking it as the solution.


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Teun
解決策
名誉エキスパート | Diamond Partner
名誉エキスパート | Diamond Partner

populate number of employees field

解決

Hi @SSaiyed ,

 

If you have Operations Hub Pro / Enterprise, you could use a coded action in a workflow to achieve this. It would look something like this:

 

Schermafbeelding 2022-08-01 om 08.19.20.png

In the coded action, you could then retrieve information of the associated company and store any information for the contact that is enrolled.



Learn more about HubSpot by following me on LinkedIn or YouTube

Did my answer solve your issue? Help the community by marking it as the solution.