CRM

DAntonelli
Participant

Contact-Company association when a company has multiple accounts but not different domains

Hello,

 

I'd like to understand how I can associate a contact with the correct company in the case that in my org, a company can have multiple accounts globally. 

 

For example, the company BigCompany Inc. has sites all over the world. Some of these sites have an account with my company. I want to make sure that I am associating the contacts against the correct company site (or child company). Is there a way how to create this association?
Thanks
Damiano

0 Upvotes
2 Replies 2
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Contact-Company association when a company has multiple accounts but not different domains

Hi @DAntonelli,

 

Yes, it is, you can find step by step instructions here: https://knowledge.hubspot.com/records/associate-records#add-associations-to-a-record

 

Let me know if you have any follow-up questions!

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

Beratungstermin mit Karsten vereinbaren

 

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DAntonelli
Participant

Contact-Company association when a company has multiple accounts but not different domains

Hello Karsten,

 

and thanks for your reply. Apologies, I now realise that my question wasn't complete. I meant, is there a way how to automatically associate contact-company records, for example when contacts are automatically created after a form submission? 

 

Thank you
Damiano

0 Upvotes