Is there a way to group or associate contacts with other contacts? We have some large accounts and collect information through the sales process about other team members and decision-makers - legal, technology, business group heads - and it would be helpful to relate them. How can this be done? How can we identify a buying/influencing group?
Hi @SOblak,
Yes, you can associate contacts with contacts the same way you would associate contacts with other record types: Associate records
In short, when you open a contact record, find the “Contacts” section in the right sidebar and click the “+ Add” to add relationships:
If you want to describe these relationships, you would need a Professional subscription to access association labels: Create and use association labels
Best regards!
Hi @SOblak ,
There are two approaches you can take to doing this:
- A Buying Role property
- An Association Lablel
A buying role property will be superior in most cases currently because it is accessible in reports, workflows and other tools, whereas association labels are harder to work with without code.
The Buying Role is a default HubSpot Property, and you will find that some of the values are fixed, but you can add additional values to the dropdown if you have specialized buying roles for your organization.
Hey @SOblak,
Yes, recently HubSpot launched their same-object association features. And as @karstenkoehler said, you can use association labels to label associations.
So in your case, for contact to contact associations, you could label a contact as colleague, stakeholder, consultant, etc. Whatever is relevant for your situation. Then, combining that with captured data in notes or custom fields, you could develop better profiles for those contacts.
Also just wanted to mention that if you have a way to automatically determine what kind of label should be applied - maybe the contents of a custom field or something like that, Insycle can help you make sure that those contacts are automatically identified and associated with other relevant contacts, with the appropriate label applied. Full disclosure, I work for them. Here’s the help doc on the association features if you’d like to learn more.
Best,
Ryan