topic HubSpot associations between two Companies in CRM

HubSpot associations between two Companies

TicTacTim — Tue, 17 Jan 2023 12:16:43 GMT

Hi there,

for a client we have been given the task to map two types of companies (objects) together. Here we need a many to many relationship.

To explain further lets say we have Company Type A:

Type A is related to Company Type B: X, Y & Z

Now Company Type B: can be related to Type A: X, Y & Z vice versa

(I hope you get the idea)

This is neither to solve with Subsidiaries, nor parent companies due to the limitation of associations. There, one company can only be associated to one of the two mentioned before.

Also, we tried to use association labels but cannot find the right solution. As far as we see another company assocation is only doable for either contacts, deals or tickets not companies.

Does anyone can share a workaround or has an idea?

Thanks in advance

Tim

Re: HubSpot associations between two Companies

karstenkoehler — Tue, 17 Jan 2023 12:20:37 GMT

Hi @TicTacTim,

This is currently not possible, correct. As far as I know, the product team is working on allowing associations between records of the same object type but there aren't any specifics yet, neither is there an announcement nor timeline.

Currently, the best workaround is creating a custom object (available in Enterprise subscriptions). https://knowledge.hubspot.com/crm-setup/use-custom-objects

This is obviously not accessible to most customers due to the, for some, prohibitive pricing. In free CRMs, Starter or Professional portals, this is simply not possible at the moment.

Best regards!

Re: HubSpot associations between two Companies

NKieran6 — Tue, 17 Jan 2023 15:13:39 GMT

An option if you don't have Enterprise (but it's a manual workaround!) is to create both companies, add a note to one and manually associate it with the other. Then pin the note to the top. It's not ideal but I've used this before when associating two contacts.

Re: HubSpot associations between two Companies

TicTacTim — Tue, 17 Jan 2023 15:39:23 GMT

Thanks a lot!

Ill pitch this idea as a workaround.

Have a lovely day!!

Re: HubSpot associations between two Companies

NKieran6 — Tue, 17 Jan 2023 15:55:11 GMT

Great - let me know if you need any info to try it out 🙂 Hopefully being able to associate two objects will be released soon!

Re: HubSpot associations between two Companies

JBerney512 — Fri, 18 Aug 2023 00:10:19 GMT

This is a creative workaround, and one that I might implement for the time being...

But not really scalable with larger datasets.

I'm hoping the @hubspot product team throws us Sales Pro users a bone.

Re: HubSpot associations between two Companies

Gui_Prado — Fri, 01 Sep 2023 14:40:10 GMT

@TicTacTim

Have you tryed creating a contact, assinging it as a PARTNER, then adding this person as a contact to the deal?

Re: HubSpot associations between two Companies

DStaat — Thu, 19 Oct 2023 19:27:20 GMT

Hey @TicTacTim,

Have you heard of Associ8? It automates associations for you. I'm bringing this up because it updated to reflect HubSpot's new Same Object Associations feature.

There's some documentation going over how it works here if you'd like to take a look! And let me know if you have any questions!

Best,

-David Staat

Re: HubSpot associations between two Companies

karstenkoehler — Thu, 19 Oct 2023 19:47:15 GMT

Hi @TicTacTim and everyone,

Great news, it's now possible to associate records of the same type, see this public beta:

Tickets | Custom Objects | Contacts | Deals | Companies

[Public Beta] Associate Records of the Same Object Type

Oct 18, 2023

What is it?

Same object associations give customers the ability to associate a CRM record to another record of the same object type e.g. a contact to a contact or a deal to a deal. These new associations are available for contacts, companies, deals, tickets and custom objects and can be leveraged across core HubSpot tools. Watch a short video on how this works.

Why does it matter?

Customers want HubSpot to reflect the reality of their business; this often includes a web of contacts or a collection of related companies. Without the ability to connect contacts to contacts, companies to companies and other objects to their same type, customers have been missing key relationships in HubSpot.

How does it work?

Users can now create associations between records of the same type for contacts, companies, deals, tickets and custom objects. On each record, you’ll see a new section in the right sidebar which reflects the type of record you’re on e.g. you’ll see a contacts section while on a contact record.

Customers with at least one Pro or Enterprise subscription can also create either a single label which is the same in both directions e.g. two contacts have the label colleague or a pair of labels representing two sides of a specific relationship e.g. student and teacher. When applying labels, you’re able to preview the application of the labels to ensure it’s correct before creating a new associations.

Same object associations can be leveraged in the following features:

Calculated properties

Custom Report Builder

Import

Index Pages

Lists

Records

Workflows

Who gets it?

All hubs and tiers can create associations between records of the same object type (with custom objects being available to enterprise tiers only). Labels are only available to Pro+ customers as well as in custom report builder and workflow support.

You can find this beta here:

Have a great day!

Re: HubSpot associations between two Companies

TicTacTim — Fri, 20 Oct 2023 06:17:52 GMT

Hi @karstenkoehler,

I saw the update yesterday! Still, thank you for reminding us.

Have a great day!
Best
Tim