And thank you for your contributions (specially @IMaxwell )
While this workaround is important to my company, we need a lot of different contact relationships. Our business is completely based on relationships, family and others such us introducers, friends of the customers, colleagues etc. Furthermore, one contact my have a friendship with another and the latter have another friend, but, of course, this does not mean that the first and the last are related, so creating friendship relationship doesnt seem so easy.
Well I just hope hubspot include some kind of relationship among contacts, maybe not a full fledged realtionship with automations, but a least keeping track of them.
If you have any ideas, I would really apreciate it.
@RKantner That is true. You’d have to make sacrifices to use Company as the family.
The good news, there is always another option. HubSpot introduced custom objects since my original solution last year, and you can now create your own “Family” Object as long as you have Enterprise. You can check out the details about using custom objects here.
Just be sure to add the custom “Family” Object to your data mapping guide so everyone knows how to make the associations in your system.
I know this is a late addition, but with the release of Custom Objects came an interface to create custom associations. You can find the endpoints here: Accounts Dashboard | HubSpot
[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.
