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?
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.
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.