Good morning dear community,
I am looking for a solution to connect several contacts. With this I would like to map how these contacts are networked “in real life” with each other, know each other and with whom they could network us if given. The merge function is not suitable for this, I would like to preserve the individual contacts independently. The list function is also not optimal, as I would like to have a direct overview of who is in contact with whom. I used the search function and found similar requests, however, these seem to be at least two years old and so I have hope that there is already a possibility?
Can someone give me a tip? Thank you and have a nice day!
Marie
Hi @Marie_Cyto
This is a tricky one. You can’t create direct contact-to-contact associations in HubSpot CRM. Logically this is quite a challenge so I don’t know if any CRM natively provides it well? LinkedIn does a great job of it of course.
You can have more than one company object associated with a contact thought, with different labels for the relationship. So, perhaps you could use a Company object (or a custom object for a more bespoke solution) to represent the connection between a group of contacts?
Hope this helps?
Wow, thank you so much for the quick reply! The suggested option could be a possible way but is not exactly what I was looking for. I would like to be able to click on a contact and specify there what relationship that contact has to another. Going via an “imaginary” company is one way, but doesn’t completely serve that function. Thanks for the help and the effort! Many greetings, Marie
Hi @Marie_Cyto,
There is a HubSpot certified App for this: OrgChartHub - Easily build and store customer org charts without leaving HubSpot
Natively in HubSpot, as @Phil_Vallender has already described, options are limited.
Hope this helps!
Oh perfect, that looks like the solution! Thank you very much you
Hi @Marie_Cyto,
Great news, it’s now possible to associate records of the same type and label these associations natively, 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!
