CRM

BambooBranding
Member

CRM has joined my company with a clients?

SOLVE

We submit forms for client automation on our website. Now every time we do this Hubspot CRM joins a client entry in the CRM with our comapany. And notifies us when that clients are visiting the site when it's an internal visit.  Inevitably it makes the tracking side useless seeing as every comepnay is not intertwined. 

How do I delete this connection? 

0 Upvotes
2 Accepted solutions
bradmin
Solution
Key Advisor

CRM has joined my company with a clients?

SOLVE

Hi, @BambooBranding. It sounds like you've got the setting enabled which automatically associates contacts with accounts. You'll want to disable that; I'm not certain how to clean up the undesired associations.


Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.

View solution in original post

0 Upvotes
bradmin
Solution
Key Advisor

CRM has joined my company with a clients?

SOLVE

It's in the bullet points from the linked article, but the URL should be 

https://app.hubspot.com/sales-products-settings/[YOUR_PORTAL_ID]/companies.

 


Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.

View solution in original post

0 Upvotes
3 Replies 3
bradmin
Solution
Key Advisor

CRM has joined my company with a clients?

SOLVE

Hi, @BambooBranding. It sounds like you've got the setting enabled which automatically associates contacts with accounts. You'll want to disable that; I'm not certain how to clean up the undesired associations.


Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.
0 Upvotes
BambooBranding
Member

CRM has joined my company with a clients?

SOLVE

Do you know where this setting is found?

Thanks

0 Upvotes
bradmin
Solution
Key Advisor

CRM has joined my company with a clients?

SOLVE

It's in the bullet points from the linked article, but the URL should be 

https://app.hubspot.com/sales-products-settings/[YOUR_PORTAL_ID]/companies.

 


Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.
0 Upvotes