Profile

EmilyN1
Participant
Member since ‎Jan 6, 2023
Message
  • solutions
    0
  • Replies
    4
  • Upvotes Given
    3
  • Upvotes Received
    1
  • Ideas
    0

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Emily Northin

This user hasn't created a bio yet. Edit your own profile here!

Activity

Trevor on August 03, 2017
Parent-child company properties available for workflows
Hello, this would be helpful for multiple reasons. An example of a use case would be to create a workflow to copy the parent company Hubspot owner to its child companies. Thanks!
Reply Idea Contacts & Companies Workflows
278 upvotes
92 Replies
EmilyN1
Participant
May 19, 2023
Yes please - we really would find this useful too in order to leverage the parent/child relationship so much more and save a heap of time.
kevinheraly on January 18, 2021
Copy Property Values from Parent Company to Child Companies
This fuctionality would allow us to create workflows that could copy a property's value (for example, Company Owner) from the Parent Company to the Child Company associated with it. This would be very useful for keeping data in sync between the two, read more
Reply Idea Workflows
33 upvotes
4 Replies
EmilyN1
Participant
May 19, 2023
Yes please! We are also looking for this exact solution to set a property value in child companies based on a property in the parent.
Solved
EmilyN1 on May 18, 2023
Setting a property in a child company based on their parent company
Hello all, I am trying to build a workflow to set a company property based on their parent company. So, if a specific property in the parent company is 'yes', I would like to also set that same property as 'yes' in the associated child companie read more
Reply Discussion CRM Professional Workflows
0 upvote
5 Replies
EmilyN1
Participant
May 19, 2023
Thanks Whitney, I will do that - thank you for spotting that it has been posted.
Solved
EmilyN1 on May 18, 2023
Setting a property in a child company based on their parent company
Hello all, I am trying to build a workflow to set a company property based on their parent company. So, if a specific property in the parent company is 'yes', I would like to also set that same property as 'yes' in the associated child companie read more
Reply Discussion CRM Professional Workflows
0 upvote
5 Replies
EmilyN1
Participant
May 19, 2023
Thanks Whitney, I will do that - thank you for spotting that it has been posted.
Solved
EmilyN1 on May 18, 2023
Setting a property in a child company based on their parent company
Hello all, I am trying to build a workflow to set a company property based on their parent company. So, if a specific property in the parent company is 'yes', I would like to also set that same property as 'yes' in the associated child companie read more
Reply Discussion CRM Professional Workflows
0 upvote
5 Replies
EmilyN1
Participant
May 19, 2023
Thanks Whitney, I will do that - thank you for spotting that it has been posted.
EmilyN1 on February 15, 2023
Ability to edit deal properties when closed won
Hello all! We are struggling with permissions for editing deal properties for our customer success team. Once a deal has been set to Closed Won in our pipeline, we would like our CSMs to be able to edit some of the deal properties through the on read more
Reply Discussion Professional
0 upvote
4 Replies
EmilyN1
Participant
February 15, 2023
Thanks Karsten, We have Marketing Hub Enterprise and Sales Hub Professional subscriptions. I have also checked the settings and all properties are ...read more
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.