I completely agree with this. It is a key feature that most other CRMs have and is a basic function i would like to see added to an already pretty holistic system.
I wouldnt even mind the opportuntiy to manually match the Company and Contacts when creating a new one,
An example is if you have the company in you data already, and you have to add 5 new contacts who are associated with that company (and the URL/email domain matching doesn’t work because they work for a subsidiary of the group) then to have a drop down option under the default “create a contact” properties where you can select from your existing list of companies that are part of you database already is something that a lot of other systems do/have the capability of doing already.
This would also remove any opportuntity for error at the early stage of creating the CRM record
Please can you do this - trying to move 10 000 emails from a competitor CRM and a lot of our clients have personal emails. Makes us not want to move from Copper to Hubspot. And the really silly thing is you can individually connect a contact to a company which means it doesn’t have to link to the URL.
I’m not saying this is an acceptable solution, and it definitely needs automated, but, you can do this yourself, by exporting all your “stray” contacts and a complete list of companies. The contact list should include Contact ID and Company Name, whereas the company list should include the Company ID and Name. Match them in Excel using the “Name” / “Company Name” fields as the unique identifier, and reupload them into Hubspot in a doc containing both the Company ID and Contact ID on the same row. Hubspot will associate the contacts to the companies during the upload.
Time consuming, yes, but if you do this once a month or once a quarter, it’ll keep your portal from growing arms and legs.
Thank you as always for your continued feedback, it helps us build a great product.
We are constantly evaluating and re-evaluating our priorities and roadmap to deliver as much value to our customers as possible. At this time, this is not something our team is currently planning to build natively into HubSpot. This is certainly subject to change in the future and we will update this idea if that becomes the case.
From my point of view, I actually hope and believe this idea is solved with the same core technology as this other popular post!
I can understand not automatically associating by name, as some companies have the same name - ex: Donair Town in Richmond and Donair Town in Surrey, which are two different companies, different owners, different legal businesses - same operating name.
However, other unique identifiers should allow you to automatically associate records, ex: phone number, an internal company identifier (merchant number), or email (even without a unique domain, as many small businesses don’t have their own email domain).
You should also be able to associate deals / companies / contacts by a workflow in the same way.
Makes data management SO much simpler, and takes away the responsibility from busy sales people to do these associations themselves.
Looking at the history of this thread, I actually can’t believe this still hasn’t been added to the product roadmap!
When creating new contacts manually, users should be able to select the associated company from a dropdown instead of relying on either a workflow to copy company information to the contact record, or the email and domain (which often aren’t always available). Neither are long-term solutions to a very common problem.
This needs to happen! It only makes sense that a contacts “company name” is associated with a company record by the same name. Especially since there are many individuals who either don’t have a company email address or don’t always use it.