Hello, we have decided to use the new lead object in the sales workspace in hubspot but we are running into some issues.
Based on our business model we have decided to use it stricly for new companies assigned to the sales team and not for every new contact.
1. A lead is created and associated to a company and to no contacts even though the company is associated to contacts (This means that we have to manually associated the contact - which is a problem in itself) once we associated the contact as “Primary” it is impossible to associate it to another one as primary, how can we fix this?
2. Because the lead is associated to a primary contact, all activities from other contacts are not associated to the lead object and I can’t find a setting that automatically associates all activities from non primary contacts to the lead.
Has anyone else been running into the same issue? If so how do you solve it?
Hey, @MMocanas, happy Friday!
It sounds like you’re running into limitations with how leads associate with contacts and activities.
Currently, a lead can only have one primary contact, and additional contacts need to be manually associated.
At the moment, HubSpot doesn’t have a setting to auto-associate all company contacts’ activities with a lead.
A potential workaround I would recommend is using workflows to auto-associate new contacts or tracking engagement at the company level instead of the lead level.
To our top experts, @Gaurav_Aggarwal and @ScottPennwood, do you have any recommendations for @MMocanas?
Thank you,
Pam