Thanks for tipp. a quick questions. Would you make a workflow for each property or is there a way to have 1 workflow for more than 1 property? For example if you would like to have the Adress, Zip code, country and so on also on the contacts, Thanks
Great tip - what if the Primary Company changes? Say a client contact leaves a Company and becomes a Prospect at their new Company with their new email/domain so they are associated to a new Primary Company. Curiuos.
Thanks for checking out HubSpot Hacks! These unique cases are always tough to build automation around. We recommend handling this on a case by case basis and updating the contacts information. I hope this helps!
Join the HubSpot Hacks Newsletter for the latest tips, tricks, and tutorials: hubs.ly/Q01HtXmk0
Thanks for tipp. a quick questions. Would you make a workflow for each property or is there a way to have 1 workflow for more than 1 property? For example if you would like to have the Adress, Zip code, country and so on also on the contacts, Thanks
Yes, you could always choose to copy more than 1 property by adding additional steps copying each field.
Great tip - what if the Primary Company changes? Say a client contact leaves a Company and becomes a Prospect at their new Company with their new email/domain so they are associated to a new Primary Company. Curiuos.
Thanks for checking out HubSpot Hacks! These unique cases are always tough to build automation around. We recommend handling this on a case by case basis and updating the contacts information. I hope this helps!