topic How to auto associate first company as primary associated company to contact in Tips, Tricks & Best Practices

How to auto associate first company as primary associated company to contact

AMalek8 — Fri, 04 Jul 2025 00:57:14 GMT

Ran a list of contacts with associated company column. There were lots of blanks for the associated company fields because there are contacts in the list with multiple associated companies but no primary company. The list only presents contact with primary associated company.

How can I fix this issue in bulk by auto assigning the first associated company as the primary company so my list doesn't have blanks anymore for contacts that have multiple associated companies?

Re: How to auto associate first company as primary associated company to contact

AMalek8 — Fri, 04 Jul 2025 02:18:29 GMT

Exported contacts with multiple associated companies and all properties of associated company objects. ran an excel formula to get the first company id in the cell before the semicolon " ; ". Added a column called "Association Label" and set every row to "primary". imported back into hubspot just the contact record id, company record id, and associated label columns. Now all my contacts have a primary associated company even though they have multiple associated companies.