How to add Company and Contact in one step?

ddchbhs · ‎08-09-2017

Still getting my feet wet with HubSpot CRM.

I would like to create a Contact and add a Company, or create a Company and add a Contact, in one step.

How can I do that as quickly as possible? I need to do this dozens of time a week.

Thanks

Phil_Vallender · ‎08-10-2017

I do not think it is possible to get HubSpot to flip between those two steps automatically.

The best thing I can think of is to turn on automatic association of companies and contacts in the sales settings and let HubSpot create the company record for you when you enter the contact - this is based on the email domain and the contact (and any new ones at that domain) will be associated with the company automatically.

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies

ddchbhs · ‎08-10-2017

Thanks. In this case I often do not yet have an email, or if I do it's a LinkedIn email which is usually not the company domain.

It would be nice if there were an "Also Add Contact" button that made this a "flow", where one could then continue adding more companies (in other words, baked into the company adding workflow).