Hi, am looking to document relationship between a loan borrower (Contact) and the referring person/real estate agent, etc (Ideally, a contact). I’ve seen the suggestion to use companies, or deals? Thanks for the insight. I want to have a hyperlink available to go to referring agents, etc. thanks.
Hi @ULending,
We do not have a feature that formally relates contacts to one another. However, you can create a custom contact property (of the single-line text field type) and use that to store a link from one contact to its related contact. This could be cumbersome because you would need to ensure that Contact A links to Contact B, and then Contact B links back to Contact A. If you use companies or deals to relate these contacts to one another then that would make things more simple.
Rami
HubSpot Support
I’m not sure why this shows solved. A text field or deals aren’t really solutions for this. Using the deals creates a wrong count for open deals. The text field is also not a solution because in order to link two contacts it would require several cumbersome steps to relate just two contacts. We have some contacts that have to be related to their spouse, adviser, friends and family. It would take an unreasonable amount of time to do this.
Are there any plans to update this? I’m setting up a CRM for a private school, and I would like to associate children to their guardians / parents. This seems like a simple integration and I’m surprise Hubspot hasn’t already added it.
The provided solution/work around is very very basic. What if Contact A links to Contact B and it also links to Contact C? What will we do then? it can only handle 1-1 relationship and that is manually as to my knowledge no workflow component can help us achieve this.
This thread is very old and this functionality is very basic with CRM perspective. It should have been resolved by now. Any updates on this?
We used to work with Act! and they had a tab for Relationships. We have a dozen applications for this. Couples that are in the system with both contacts, but we need to relate them somehow, artists and their agents, clients and their designers, clients and their friends or family that are also clients. This feature in Act! is really old and we used it a lot. There must be a way to implement that easily. A Hubspot representative suggested to create “relationship” deals to relate people but that seams incredibly cumbersome.
I agree with this. We also used to use ACT and used this a lot. I always hate having to give up features.
We have the same problem. I can’t see how this problem is marked as solved. It isn’t. A text field isn’t a relationship.
This is a simple yet fundamental request that should be implemented. I still use insightly for another business and Associations between contacts, Associations between companies and Associating contacts to multiple companies is just that. I don’t see why this is not a core part of a CRM.
We have the same problem. Maximizer CRM has ‘Related Entries’. A good way to link contacts to other contacts or to other companies. We need this badly in HubSpot.
We also have the same issue. We have contacts that have dynamic relationships and it’s imperative that we show the relationship. I feel like this should be a simple request. I know Virtuous does it.
Ideally you can select the contact that is related and what that relationship is (partner, employee, secretary, marketing manager, co-owner, etc). These fields should be customisable.
Yes, Yes, and Yes. We are a non-profit using Hubspot afresh. The inbound process emphasizes the ‘human’ side of things. ‘Realted’ individuals is a VERY ‘human’ attribute that should be accounted for! Furthermore, with all the other wizardry that goes on under the Hubspot hood, this seems like it should be VERY easy to implement.
Though not so elegant a solution as when Hubspot finally fixes this, I have a suggested patch:
1. Create a contact note. (in that note in plain text list the relationships
2. Associate that note with other searchable ‘Records’ (aka Contacts).
3. Pin that note to the top of a contact page.
OUTSTANDING QUESTIONS: Does this pin the note to the top in everyone’s CRM display?
OUTSTANDING ISSUE: While folks can thus be related record-to-record, I still don’t see how you can use that relation to toggle between contacts.
Hello @drufner
I would highly recommend you to please post this idea at our ideas forum (here).
Our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality or change. It also helps other customers facing the same issue to advocate for its implementation on your behalf by upvoting on the thread as well.
Kindly,
Pam
Hi all and @PamCotton
Do you know if this element of contact relationship will be made available soon ?
Thank you very much in advance
Gregoire
Hi @GMarcilhacy,
Thank you for your comment! I’m also a member of the Community team and I’ll be glad to share more information on this matter. It’s currently not possible to associate contacts between each other in the same way you would associate a company to a contact.
Therefore the best way to manage relationships between contacts would still be to create a custom property or to associate them to a different CRM object: a Company, Deal or a Ticket. Users of our Enterprise Hubs are also able to create Custom Objects, you can read more about this here.
You might also be interested in the recent improvements to associations our product team is working on - you’ll find more information in this Knowledge Base article.
Cheers
Mia, Community Team
SAD
Insightly CRM, which I used prior to switching, has relationships available in the basic version. I didn’t use it as much then but am in need now
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Yes, it is actually quite amazing/shocking that this is not a part of HubSpot. I could make an argument - and a strong one I believe - that not being able to do so makes a mockery of sorts concerning how personal and human inbound marketing is. The marketing may be just that, but the CRM married to it is simply not at this point. I have little negative to say about HubSpot, but this is one glaring item.
Seriously, what’s the matter about this? Is it that difficult to integrate a simple connection between two data sets? How can it be possible to connect e.g. companies to contacts, which are two different types of data, and simultaneously being not able to match data of the same type?