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Tips, Tricks & Best Practices

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elisestieren on June 09, 2023

Automation - Associating Contacts with Companies

Hi there, We have the automation setting that associate contacts with companies turned off. Our CRM is salesforce and at present we do not want Hubspot to create new account records. The only contacts asscociating with companies are salesforce read more

Reply Companies Contacts Enterprise

0 upvote

4 Replies

Accepted Solution

LaurenKennedy

Top Contributor | Diamond Partner

June 14, 2023 13:57

You can do this using Operations Hub if you have the technical capabilities to create a custom-coded Workflow action. BUT there's a super easy ...read more

Solved

MvanBruggen on July 04, 2022

Error log after importing csv

Hi, when importing an excel sheet with contact , I get a message that some errors occurred. It seems to me that the csv file containing error messages is not properly formatted. Any tips how to handle this csv file with error messages? It seems colu read more

Reply Companies

0 upvote

6 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

July 05, 2022 02:31

Hi @MvanBruggen , If the original issue was opening the error file in Excel, then I'd recommend this: https://webhelp.optimizely.com/latest/e...read more

Solved

MM-SPONSORs on January 20, 2021

Creating a task as a workflow

Hi all, Case: Contact changes the company/employer, update of adress data and associated company neccesary. I want to create a workflow that creates a task if the associated company (or its adress data, e.g. city, post code of the company) of a read more

Reply Companies Contacts Workflows

0 upvote

1 Reply

Accepted Solution

karstenkoehler

Hall of Famer | Partner

January 20, 2021 06:58

Hi @MM-SPONSORs , It's not possible to compare two records in HubSpot workflows but luckily, you might not even need that here. The goal...read more