• Learn how AI and automation actually work in your Help Desk. Ask our experts how to improve team speed and customer happiness! AMA Nov 17-21.

    Ask us anything

Tips, Tricks & Best Practices

Bibiana_R
Contributor

Creating a Property for a Company's Primary Point of Contact

SOLVE

I'm looking to see if it's possible to create:
A company property for "Primary Contact" where you can search the name of a contact and can select them to fill out the property. We currently have a property that is "single line text" but that doesn't link the contact and we have to type their name. 

It would also be ideal if in the contact's properties there was a property or way to reflect they are the main point of contact of the company they're associated with, kind of like a two way association property?


Anyone has done something similar or has a workaround for it?

Thank you!

 

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Creating a Property for a Company's Primary Point of Contact

SOLVE

Hi @Bibiana_R,

 

This is best solved through an association label, not a property: https://knowledge.hubspot.com/object-settings/create-and-use-association-labels

 

You would define an association label for primary contact, could then apply it and also filter for it in lists, workflows, reports etc.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

0 Upvotes
2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Creating a Property for a Company's Primary Point of Contact

SOLVE

Hi @Bibiana_R,

 

This is best solved through an association label, not a property: https://knowledge.hubspot.com/object-settings/create-and-use-association-labels

 

You would define an association label for primary contact, could then apply it and also filter for it in lists, workflows, reports etc.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
Bibiana_R
Contributor

Creating a Property for a Company's Primary Point of Contact

SOLVE

This worked! Thank you so much!

0 Upvotes