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ecwell90
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Member since ‎Nov 15, 2018
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the_emily_b on January 07, 2019
Add Industry field on form
I'd like to have a form field for "Industry" but I can't figure out the best way to approach this. Ideally it would be a drop-down list. I know I can't have a company field on a form, so should I create a new contact field for industry? Then ho read more
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ecwell90
Member
January 07, 2019
I would make a workflow. You could have Industry as a contact property, and a company property. Put the contact property on your form, then set up a ...read more
Solved
ecwell90 on November 15, 2018
Conflict: Workflow to copy contact property to company. What if the contacts have various properties
Just started using Hubspot at my new job, and I'm cleaning up our data, starting with using some workflows. Many contacts have a lifecycle stage, but the company lifecycle stage isn't updated (just left blank). I can make a workflow to watch for read more
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ecwell90
Member
November 16, 2018
Thanks, Phil! I have the company lifecycle>contact lifecycle setting turned on already. Your advice about conflicting lifecycles and which one wil...read more
Solved
ecwell90 on November 15, 2018
Conflict: Workflow to copy contact property to company. What if the contacts have various properties
Just started using Hubspot at my new job, and I'm cleaning up our data, starting with using some workflows. Many contacts have a lifecycle stage, but the company lifecycle stage isn't updated (just left blank). I can make a workflow to watch for read more
Reply Discussion
0 upvote
3 Replies
ecwell90
Member
November 16, 2018
Thanks, Phil! I have the company lifecycle>contact lifecycle setting turned on already. Your advice about conflicting lifecycles and which one wil...read more
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