Hi everyone, How are you solving contact level vs company level discrepancies that end up happening for a couple of properties on Hubspot (e.g. contact owner vs company owner, etc.) with respect to hygiene. Is there a tool that can help? I realised that there is no way in Hubspot to compare 2 properties (contact vs company level) directly.
Which should be the master and which should be the node?
Hi Nimisha, There is a default setting that can make sure that the company owner is assigned based on the contact owner. It's great for preventing future mismatches, though it may not fix existing ones. I hope that helps! If you need any further assistance or are exploring solutions, feel free to reach out. :) https://knowledge.hubspot.com/object-settings/sync-ownership-between-contacts-and-companies
Which should be the master and which should be the node?
When company owner is changed, we do have a workflow to copy it to all the contacts too. but later if a particular contact's owner from that account is changed to someone else basis some new assignment, discrepancies start to show up. The reason being some leads are assigned at the company level and some at the contact level to the sales team basis how the lead came. Just want to compare these and see the discrepancies and then take a call accordingly
Do you have any tools like Coefficient?
No
