topic How contacts are assigned to parent child companies in Tips, Tricks & Best Practices

How contacts are assigned to parent child companies

MJ_Bergeron — Tue, 23 Jul 2019 20:24:16 GMT

Hello everyone,

I looked everywhere I could not find the answer I am looking for:

Once the parent-child companies are created (I am ok to do this step), how are the contacts associated to the company? 1. In case they fill out a form and 2. if we send them an email with te gmail extension.

I know that usually it's with the email domain so I am wondering which company is going to be automatically associated with.

Thanks !

Re: How contacts are assigned to parent child companies

Phil_Vallender — Wed, 24 Jul 2019 07:25:54 GMT

Hi @MJ_Bergeron

Contacts will remain associated with the same company they were before the parent-child association was created. Form fills and email interactions will be logged against the contact and that company.

When automatically assoicating new contacts to companies, domain name is used. But you can override this manually and if doing so it will stat overridden.

Hope this helps.

Re: How contacts are assigned to parent child companies

Dan1 — Fri, 19 Nov 2021 14:56:06 GMT

@MJ_Bergeron , Your not the only one 🙂

We get this questions a lot!!

So we created a video which details the dissociation @Phil_Vallender rightly suggests and the workflow we use to make sure contacts are being assigned to the right child company, when they have the same domain.

Hopefully it will help some other HubSpot users.

Kind regards,

Dan Currin

Co-Founder

OrgChartHub

GeoMapper

OrgChartHub & GeoMapper named in the Top 30 HubSpot Apps