Linking company and contact

whartje
Member

Has anyone found a way to autogenerate certain fields for a "contact" based on the fields completed for a "company"? For instance, if I fill out "Company A" profile and it's based in Flint, MI, is there a way to auto-fill Flint MI when I create a contact from that company? 

 

Thanks in advance!

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Josh
Recognized Expert | Platinum Partner

Hi @whartje,

 

Yes, you can do this if you have a Pro version of HubSpot. You would accomplish this using a Workflow that copies properties of one field into another. In this instance you would create a workflow that says:

  1. Is city on contact record unknown?
  2. Does city exist on company record?
  3. If yes, copy city from company record to contact record?

I am not aware of a way to do this if you are not using Pro. If you are and need assistance, please let me know and I'd be happy to help.

 

Josh 




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Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

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