How can I associate a contact as a primary contact with a company?

[BJobse]

How can I associate a contact as a primary contact with a company?

As an example, I have a company with 15 contacts but I want to make 1 as the primary contact

[karstenkoehler · Accepted solution]

Hi @BJobse,

This can be achieved with association labels. By following the steps in this article, you can set up one meeting your requirements: https://knowledge.hubspot.com/object-settings/create-and-use-association-labels

Generally, you can edit the association label by looking at the right sidebar of a contact record, hovering your mouse over the company card and then edit the label:

In this case, you would create an association label for contact to company, and call it primary contact.

Best regards!

[BOCondún]

Hey @karstenkoehler , do you if it's possible to automate the process of applying an association label for the first Contact to be associated with a Company?

This is how we identify Primary Contacts in our org, so it would be pretty cool if it could be automated. I haven't been able to figure it out though.