CRM

MAgarwal5
Participant

How to associate multiple contacts to a company in HubSpot

Résolue

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 

0 Votes
2 Solutions acceptées
EwaWard
Solution
Participant | Partenaire solutions Diamond
Participant | Partenaire solutions Diamond

How to associate multiple contacts to a company in HubSpot

Résolue

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? 

Voir la solution dans l'envoi d'origine

LaurenKennedy
Solution
Contributeur de premier rang | Partenaire solutions Diamond
Contributeur de premier rang | Partenaire solutions Diamond

How to associate multiple contacts to a company in HubSpot

Résolue

@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.

Voir la solution dans l'envoi d'origine

2 Réponses
LaurenKennedy
Solution
Contributeur de premier rang | Partenaire solutions Diamond
Contributeur de premier rang | Partenaire solutions Diamond

How to associate multiple contacts to a company in HubSpot

Résolue

@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
Solution
Participant | Partenaire solutions Diamond
Participant | Partenaire solutions Diamond

How to associate multiple contacts to a company in HubSpot

Résolue

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?