Same tag companies and contacts

[KVervaet]

Hi

I have a property for companies which is called 'type' and which is a dropdown select. I would like to use the same tag on contact level. So every contact that is associated with a company, should get the same tag as the company. 
How can I easily give all my contacts the same tag as their company? Without doing it manually one by one? 

Kind regards

Katelijne

[karstenkoehler · Accepted solution]

Hi @KVervaet,

If you're always maintaining this on the company object and you want that information to trickle down to contacts, then it's best practice to create a sync property: https://knowledge.hubspot.com/properties/create-sync-properties

This requires a Professional or Enterprise subscription. In free or Starter subscriptions, you would have to look into third party automation like Zapier: https://knowledge.hubspot.com/integrations/how-to-use-zapier-and-hubspot

Best regards!

[KVervaet]

Hi Karsten

That's exactly what I was looking for. We have a professional subscription, so it worked fine.

Thanks a lot!

Kind regards

Katelijne