CRM

MAgarwal5
Participante

How to associate multiple contacts to a company in HubSpot

resolver

Hi community users,

 

I am looking to associate multiple contacts to a company in HubSpot automatically. We have Account Contact Relationship in Salesforce to have this mapping but the same is not reflecting in HubSpot. 

 

Can someone please guide if there is any way to achieve this?

 

Thanks in advance!

 

Best,

Meenal 

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2 Soluciones aceptadas
EwaWard
Solución
Participante | Partner nivel Diamond
Participante | Partner nivel Diamond

How to associate multiple contacts to a company in HubSpot

resolver

Hi Meenal,

HubSpot automatically assotiates Companies and Contacts as long as they share common domain. 

Here you can find more information: https://knowledge.hubspot.com/crm-setup/automatically-create-and-associate-companies-with-contacts 

 

Will this resolve your query? 

Ver la solución en mensaje original publicado

LaurenRyan
Solución
Colaborador líder | Partner nivel Diamond
Colaborador líder | Partner nivel Diamond

How to associate multiple contacts to a company in HubSpot

resolver

@MAgarwal5 we cover how to set this up in our free integration course (access it here!) But, you do not want to turn on the Auto Create & Associate Companies setting when the HubSpot integration is installed. If you have the technical capabilities on your team & Operations Hub, you can build the associations using a Custom Coded Workflow Action.

 

If not, we recommend using Associ8 from hapily. It's a super easy-to-use & cost-effective way to build associations using the synced Salesforce Account/Contact ID to associate HubSpot Contacts & Companies correctly.

Ver la solución en mensaje original publicado

2 Respuestas 2
LaurenRyan
Solución
Colaborador líder | Partner nivel Diamond
Colaborador líder | Partner nivel Diamond

How to associate multiple contacts to a company in HubSpot

resolver

@MAgarwal5 we cover how to set this up in our free integration course (access it here!) But, you do not want to turn on the Auto Create & Associate Companies setting when the HubSpot integration is installed. If you have the technical capabilities on your team & Operations Hub, you can build the associations using a Custom Coded Workflow Action.

 

If not, we recommend using Associ8 from hapily. It's a super easy-to-use & cost-effective way to build associations using the synced Salesforce Account/Contact ID to associate HubSpot Contacts & Companies correctly.

EwaWard
Solución
Participante | Partner nivel Diamond
Participante | Partner nivel Diamond

How to associate multiple contacts to a company in HubSpot

resolver

Hi Meenal,

HubSpot automatically assotiates Companies and Contacts as long as they share common domain. 

Here you can find more information: https://knowledge.hubspot.com/crm-setup/automatically-create-and-associate-companies-with-contacts 

 

Will this resolve your query?