Hi Paul
We have a client (we’re a HubSpot Partner) who had an interesting challenge:
- a customer (Contact) can be an individual.
- a customer (Contact) can be part of an organisation (Company) who is a customer.
- a customer (Contact) can be part of an organisation (Company) who is not a customer.
So, we couldn’t use HubSpot’s Automatic Company Association because it would create a Company based on email address, and associate the contacts with the same email address.
Our solution was to create a HubSpot Workflow which “Triggers a Webhook”.
The Webhook is a piece of code that runs on their website and uses the HubSpot API to create a new Company based on the details from the Form.
Happy to explain in more detail if you need anything translating to English (with a Kiwi accent).
Cheers
Mike