Print Friendly and PDF
Follow

Hubspot: Pushing Leadspace Company data from Contacts to Company Object

Overview

This guide walks you through how to push the Leadspace values from the Contact object to the Company object in Hubspot.

Prerequisite

Must have Professional or Enterprise license and access to the workflow tool in Hubspot

Setup

1) Navigate to Automation > Workflows.

2) Create workflow (on the upper right)

3) In the left panel, choose 'Start from Scratch'

4) Click the pencil icon in the middle of the page to edit and name the workflow (Ex: LS Push Contact Data to Company)

mceclip0.png

 

5) Set Enrollment Criteria

Sample Criteria would be 'LS Enrichment Status CONTAINS 'Company Enriched' (since the information is based on Company information)

mceclip1.png

 

6) Add 'Action' > 'Copy contact property value...

mceclip0.png

 

7) Property value

mceclip2.png

Source contact property: The source property is the contact property that you would like the property value to copy from. 

Target property type: The type of property you want to target. Select Contact property if you want to copy a contact property to another contact property. Select Company property to copy a contact property to the associated company property. 

You can now enroll contacts that you want to copy over to company. You will need to do this for each field you want to copy from contact to company.

For any questions please contact support@leadspace.com.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.