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