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Copying Company Properties to Contacts in HubSpot

Frustrated by empty contact properties for contacts associated with a company that already has that information? One quick workflow can solve that problem! In this video, we’ll walk you through the steps to copy company properties between different objects within HubSpot. In this video we’ll cover: Creating a new workflow from scratch How to setup triggers for empty company name properties that are associated with a company Adding an action to copy company property value 00:00 Introduction 00:34 Find and Create Workflows 00:55 Set Up Triggers 01:27 Add Action to Copy Property 01:52 Other Ways to Use 02:27 How to Add the Trigger for Existing Contacts _____________ 📚ADDITIONAL RESOURCES: Get the free HubSpot Hacks Newsletter: https://hubs.ly/Q016Xfn-0 👉🏻 Need some more help with HubSpot? Learn about our HubSpot consulting services: https://hubs.ly/Q016XfN60 _______________ 🎬ABOUT HUBSPOT HACKS: HubSpot Hacks is a weekly YouTube series hosted by HubSpot Agency SimpleStrat.com. It's full of tutorials, featuring tips, tricks and how-to's from marketers and sales professionals just like you. Whether you need a quick tip or in-depth details about how to put the tool to work, these HubSpot tutorials are sure to help. Hosted by: 🙍🏼‍♀️Ali Schwanke (  / alischwanke  ) 🙎🏼‍♂️ Tyler Sprunk (  / getsprunk  ) _______________ 💬QUESTIONS OR FEEDBACK? Have a topic idea or a question that needs answered? Drop a comment on the video or tweet at us! Don't forget to subscribe to the channel and share on social! For customized HubSpot training, visit https://hubs.ly/Q016XfN60 #hubspot #hubspotproperties #hubspotcrm

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