APIs & Integrations

Aliba
Member

Company association when creating new contact

Hi!

When our Sales Department creates a new Contact from the "Create New Contact" menu there is no chance to select an existing company to make the association immediately: I looked for the property "Company" in the "Set the properties your team sees when creating contacts." but there isn't (there's just the "Company Name" property which is free text)
Conversely when creating a new deal, there is the possibility to select the associated company.
Why is that? Do you have any suggestion to overcome this issue apart from selecting the associated company from the newly created contact page?

2 Replies 2
tyrone
Participant

Company association when creating new contact

I agree this would be very useful. 

 

In relation to cbarley's point: Just because something isn't always mandatory doesn't mean it should not be an option. The request wasn't to make it mandatory either, it was to have the chance to select it.

 

At the moment when creating a Contact, if we want to associate their Company, we need to first create them, then open their record, then select their Company. It would be much easier to select a Company when creating the Contact.

 

Please implement this feature.

0 Upvotes
cbarley
HubSpot Alumni
HubSpot Alumni

Company association when creating new contact

Hi @Aliba, these forums are more geared toward help with our public API endpoints, so Support might be your best option. That said, the reason you see this field on Deals, but not on Contacts is because Contacts do not inherently always have a Company associated with them. They may have signed up with a gmail or yahoo account for a product you sell, so they don't always have an associated company. Deals, on the other hand, inherently need a contact or company to functionally work. You can't sell something to nobody, so having the association there is a must, whereas on a contact this is not true 100% of the time.

This all said, you can use this setting here: https://knowledge.hubspot.com/articles/kcs_article/contacts/automatically-create-and-associate-compa... to automatically associate a contact with a company if you so choose.

0 Upvotes