How can we force the company association when creating a new contact?

Gabriel_Guigue
Contributor
 
0 Upvotes
5 Replies 5
willsmith
Key Advisor | Diamond Partner

Hi @Gabriel_Guigue 

 

This may not be exactly what you're looking for, however, there is a way to require the company field to be filled in when creating a contact. It is difficult to force the creation of a company record or select a specific already created company. 
You can also set HubSpot to automatically create and associate companies when new contacts are created. HubSpot does this based on the domain name. 

 

To require the company field be filled in: 

(This applies to Sales PRO or Enterprise and Service PRO or Enterprise)

 

1. In the main navigation, go to the Settings menu by clicking the gear icon in the upper right side. 

2. In the left side menu, select Contacts and Companies.

3. Select Manage to the right of "Set the properties all users in your account see when creating contacts."

 

Settings.png 

4. In the left column, search and select (by checking) the properties you would like to appear. In the right column, adjust the order. In your case, search and select Company name. 

5. If you are a Sales PRO or Enterprise user, select Required to make the property (or properties) required. Once finished, click Save.

 

Settings.png

 

 

 

 

 

 

 

 

 

 

 

 

 

 

For more details, check this resource

 

To Set HubSpot to Auto-Create and Associate Companies with Contacts:

Here is a video explaining how to do this

In summary:

1. Go to Settings. (gear icon in the main navigation)

2. Select Contacts and Companies. (from the left column)

3. Select the second tab Companies. 

4. Turn the switch on. 

 

Settings.png

 

 

 

 

 

 

 

 

 

 

 

 

I hope this helps. If it does, please mark it as a solution to help the rest of the community. Thank you. 

 

 

0 Upvotes
Gabriel_Guigue
Contributor

Thanks Will for your fast answer, but this does not solve my problem at all...

I actually want to avoid as much as possible the use of the "Company name" property because it's a free text entry and as such it creates too much duplicate values.

I much prefer the property "Associated Company" because then it's a true data relation between one company and all associated contacts.

 

Thanks anyway, and if anyone else has a working solution, I'm very interested! 😉 

0 Upvotes
AdamLPW
Key Advisor

Hi Gabriel,

 

Do your contacts have a shared company email domain?  

 

I use the "Automatically create and associate companies with contacts" setting (see below) to automate the link with associated companies.  Works really well for me.  


https://knowledge.hubspot.com/contacts/automatically-create-and-associate-companies-with-contacts 

 

Is this what you were looking for?


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"The rest of my advice my advice has no basis more reliable than my own meandering experience. I will dispense this experience... now!"
Gabriel_Guigue
Contributor

Thanks but unfortunately it does not solve my problem. this "Automatically create and associate companies with contacts" setting create tens of duplicate companies because it's only based on the email domain. For instance I have some duplicate companies with exactly the same company name but a different domain: fr.abcd.com and de.abcd.com where 'fr' and 'de' are both language derivations of their email addresses ...

 

Thanks anyway!

0 Upvotes
JustinPerkinsC
Top Contributor

Yeah, I had the same problem automatically at first overtime though merging them together once it scanned the duplicates has cleaned up the majority of the DB. 

 

Sadly with sub-records, I think you are going to have to let the system do it, or true the users to. I don't know of a way as of this moment to force someone to attach an associated record. 

 

It should be possible to assign someone a task or send an email via workflow when they create a contact without an associated company though. Least to get them in the habit of doing these items might be good for muscle memory. 

Justin Perkins
Solutions Engineer
JPerkins@contractlogix.com
Contract LogixLinkedin
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