How to copy company Name to contact Company Name
Aug 5, 2020 1:35 PM
Do you ever wonder about the contact property called Company Name? Why does it not automatically have the contact's associated company name set as the value? It's because the contact property called Company Name is just your basic, average, default contact property. Similar to Fax Number or City. Do you ever wish the contact's associated company's name was automatically set as the contact's Company Name value? It's your lucky day! Read on to see how:
2.) Enrollment trigger: Filter > Company > Name > Is known
3.) Add action > Copy property value > From > Company > Name > To > Contact > Company Name
4.) Review your workflow. If you want to enroll existing objects now, select Yes to enroll existing. Or, if you only want to handle those moving forward, select No. Proceed to activate the workflow.
Done and done!