Ditto.
MichaelC, what have you and your team done in Hubspot to work around this?
Right now, I’m looking into using Zapier to automate some imports.
My goal is to automatically associate companies with contacts.
I’m blown away that I can’t do this in Hubspot forms. I had to figure this out the hard way because there’s even a “company name” field that associates with a contact in Hubspot forms, but it doesn’t actually do anything. The support team confirmed this.
Despite how frustrating it is to figure this out, I understand why Hubspot is set up this way. It’d be really easy to accidentally create duplicates and typos for companies. Like, what if you have Bob’s Crab Shack as a customer but they have 22 locations. You might need a unique identifier, like a domain name to separate/associate the points of contact you have at each location.
You’re getting better “data validation” if you only rely on a domain name like www.bobscrabshackdelray.com
My issue is that I have customers who have domain names but their emails don’t match. Lots of mom and pop shops who might be www.bobandmaries.com but might have an email like bobandmarie@gmail.com
This is my frustration. There’s no way to use another field (maybe one that I am wayy more confident in, like phone number or company name) as the “reference key” to associate a company with a contact.
Anyway, what I’ve discovered is that the only ways you can create a company are:
- Manually
- API (via Zapier or similar)
- Import company info using multiple files
- Automatically create company and associate with contact by email/domain name
Only using 3 or 4 can you also associate a company with a contact.
There are no known workarounds as of the time I’m posting this on 3/19/2020
Hope this helps someone.
Looking forward to any replies and new workarounds!
chris