How do I have a Contact field automatically inherit a field from the Organization level?

Benchmark

I am utilizing the Lemlist integration, which requires any custom fields used to be at the Contact level. The field I want to pull in is an "Insight" that I have added to the Organization level. I want that Insight to be inherited at the Contact level for any contact tied to that Organization. I spoke with support, and they said I cannot simply setup a trigger workflow. Thoguhts?

Example:

Organization name = ABC Company

Contact name = Bob Jones

Insight = "Did you know you have five negative employee reviews that have not been responded to?"

I add the Insight at the company level for ABC Company. Then I research and add Bob Jones and other contacts. As I am adding the contacts, the "Insight" field on the contact level will be updated to whatever it is at the company level. If I change the Insight for ABC Company, then it should update for Bob Jones and other contacts under ABC Company.

Amit Sarda (AmitSarda.xyz)

What is the data type of the custom field for Insight? I am assuming it is a simple text field?

Try this:

Trigger: Contact Added

Condition: Organization exists

Action: Update Contact and map the insight.

If you have any other questions or need further help, please don't hesitate to reach out.

Best,

Amit Sarda

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Benchmark

I am not understanding the suggested solution

Liz (Ops Designed)

Hi @Benchmark -

Here is an example of the automation for when a new Person is created. Screenshots are below.

Step 1: Trigger - Person is created

Step 2: Conditions - Person Organization is not empty AND person Insights field is empty

Step 3: Action - Update Organization fields - this is a dummy step which essentially ensures that the Org fields will be available for step 4

Step 4: Action - Update Person Insights field with the Org Insights field

Please feel free to reach out if you would like additional support.

- Liz

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