Association company and contact

Awazy
Contributor | Platinum Partner
Contributor | Platinum Partner

We are having an issue using the built-in automation for creating associations between companies and contacts. The problem is that the automation will create a new company every time it detects a domain that doesn’t already exist as a company in HubSpot.

If a company record doesn’t exist, HubSpot automatically creates one.
However, this results in duplicate companies because some contacts have special or unique email domains that should not trigger the creation of a new company. Instead, they should be associated with a subsidiary under an existing company. It’s a bit hard to explain, but I hope you understand what I mean.

 

Do you have any ideas on how we could solve this?
Could a workflow help? I’m not sure exactly how, but just brainstorming.

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Hi @Awazy,

 

There are options to exclude domains from this automatic company creation: https://knowledge.hubspot.com/object-settings/automatically-create-and-associate-companies-with-cont...

 

If you're referring to domains that you cannot foresee, then it's simply a trade-off: either you have the feature turned on and will have to work through the duplicates (using tools like Koalify, for example), or you'll turn it off and are now in charge of manually creating companies or defining your own logic using workflows.

 

There's unfortunately no in-between; the automatic default settings are not smart enough (yet) to be rule-based.

 

If you have more context to share, I can elaborate.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Hi @Awazy,

 

There are options to exclude domains from this automatic company creation: https://knowledge.hubspot.com/object-settings/automatically-create-and-associate-companies-with-cont...

 

If you're referring to domains that you cannot foresee, then it's simply a trade-off: either you have the feature turned on and will have to work through the duplicates (using tools like Koalify, for example), or you'll turn it off and are now in charge of manually creating companies or defining your own logic using workflows.

 

There's unfortunately no in-between; the automatic default settings are not smart enough (yet) to be rule-based.

 

If you have more context to share, I can elaborate.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.