One Contact with multiple personas

SOLVE
Coline
Member

Hello community,

 

I have 3 companies managed by the same contact. I created this contact, and linked him to company 1. Ok no problem.

Then, I tried to link him to company 2. It worked, but at the same time, he disappeared from my list of contacts of company 1.

 

Can the same contact be linked to multiple companies?

 

1 Accepted solution

Accepted Solutions
Dev_TRooInbound
Solution
Participant

Hi @Coline,

 

You cannot associate a single contact with multiple companies.

 

But, you can associate them as parent/child companies. Check out this article: How can I add a parent or child company to an existing company record?

 

If your problem is resolved, mark it as Solved.

You can also email us for further assistance.

Thank you.

 

TRooInbound Team

Hubspot COS/CMS Development Agency

w: https://www.trooinbound.com | e: hello@trooinbound.com

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0 Upvotes
27 Replies 27
Dev_TRooInbound
Solution
Participant

Hi @Coline,

 

You cannot associate a single contact with multiple companies.

 

But, you can associate them as parent/child companies. Check out this article: How can I add a parent or child company to an existing company record?

 

If your problem is resolved, mark it as Solved.

You can also email us for further assistance.

Thank you.

 

TRooInbound Team

Hubspot COS/CMS Development Agency

w: https://www.trooinbound.com | e: hello@trooinbound.com

View solution in original post

0 Upvotes
yvesholenstein
Member

What do you do if a person is founder of various non-related companies? We have many such cases. I can't make them Parents/Children, because - except for the ownership share of the contact person - they are not legally related.

 

This is a major flaw of the system, if a serial entrepreneur cannot be linked to his companies. And please DO NOT tell me to create the contact multiple times, this is absolutely not what you do in a CRM system of 2020...

KeeganSmith87
Participant

I agree, 110%. I am having a very similar issue in which one manager may manage 15 different artists (read Companies) and keeping everything organized is proving almost impossible. Wish this was an option to allow multiple company associations of one contact

cmcfarlane
HubSpot Employee

Hey, I work for HubSpot directly and have been seeing this on a number of occassions when helping customers set up the database foundations. It's really quite important to have multiple company associations to a single contact

PamCotton
Community Manager

Hello @cmcfarlane , @KeeganSmith87 , @yvesholenstein

 

I have great news! I was able to find a similar idea to this subject, and currently it's on beta.

 

Please fill out this form if you would like to be ungated for our "Related Companies" beta feature.

 

This feature will add a secondary card to your Contact records called "Related Companies". From this card, you can add a related company and choose the contact's role at that company from a pre-set list: Board Member, Contractor, Manager, Owner, Partner, Reseller. These roles cannot be modified at this time.

 

Please note that this is the extent of the feature at this time - contacts can not be segmented based on their related companies, and the related company and role cannot be imported at this time.

 

 

More information about it here.

 

Kindly,

Pam

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MMorini00
Member

Hi Pam is there any beta link still available? 

0 Upvotes
ahamaton
Participant

I have the same problem and unfortunately this solution doesnt work as the companies the contact is linked to are separate businesses in their own rights

 

0 Upvotes
willtp
Participant

This is a core feature HubSpot should really be adding.

 

Our most important contacts, the evangalists who recomend us into to businesss all have multiple company associations either as an investor or consultant /contractor. Not being able to track this or segment on this is killing our ability to get the most out of the HubSpot, I wish we'd know this before we signed up.

PamCotton
Community Manager

Hi @willtp ,

 

On my comment before I mentioned that this feature is in Beta currently.

 

"I have great news! I was able to find a similar idea to this subject, and currently it's on beta.

Please fill out this form here  if you would like to be ungated for our "Related Companies" beta feature."

 

More information about this feature available here.

 

Kindly,

Pam

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LasseNyrup
Participant

Hi @PamCotton,

I have filled out the form weeks ago, but haven't heard anything since. Can you please give me a status on us beeing ungated for the Realted Companies beta feature?

We currently sit on our hands and can't deploy our new GTM strategy before this particular feature is live for us.

Best,

Lasse

0 Upvotes
PamCotton
Community Manager

Hello @LasseNyrup,

 

Looks like the form Related Companies beta request is no longer accepting responses.

 

I would recommend commenting on this Idea here   since the product team is updating there with Beta updates.

 

Kindly,

Pam

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0 Upvotes
Smudgers_81
Participant

Hi There - there's good news.  The development request is now "in planning" which means they're adding it to the development pipeline but no definitive date yet.   See here:  https://community.hubspot.com/t5/HubSpot-Ideas/Associate-one-contact-to-multiple-companies/idi-p/192...

PamCotton
Community Manager

Thank you for sharing with the Community @Smudgers_81 !

 

Kindly,

Pam

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ABENMALEK
Member

Hello , any solution for this issue ???

0 Upvotes
PamCotton
Community Manager

Hello @ABENMALEK @ahamaton @MMorini00 at the moment the beta for "related companies" is closed so we can prep for an improved version of this functionality, built on a new infrastructure, which is coming in the near-term future.

 

My recommendation is to please update and leave your comment on this idea here. Doing so will also auto-notify you if/when this functionality becomes available within HubSpot. You may read more about how that review process works here.

 

Thank you,

Pam

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ahamaton
Participant

I'm not sure what you mean by 'update and leave your comment here', I clicked on that link and left that comment in that chat, so now I have the same comment in two chats ? is duplication necessary ? and what do you mean by 'update'  Thanks, Andrew

0 Upvotes
PamCotton
Community Manager

Hello @ahamaton,  here in our Community is different from our ideas forum. You may read more about how that review process works here.

 

Since it's not a featured yet what the original user requested, we direct our users to an idea of a feature creation that is not built yet at HubSpot, and it's the idea I shared above, where our product team will update once it's created, different from this Community post. 

 

Kindly,

Pam

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AdamAllcock
Member

Very interested to follow these developments!

0 Upvotes
Inflectiv
Participant

I am as well. I know a number of companies who are frustrated with this limitation. Thank you!

JVial
Member

Has there been any update on this fix?

0 Upvotes
justinescs
Member

Hello! Any update on this feature yet? When will this be available?

0 Upvotes
TiphaineCuisset
Community Manager

Hi @justinescs @JVial 

 

Thank you for reaching out. 

 

This is currently in private beta, you can find more about that here. You'll need to contact your account manager or hubspot technical support to get access. 

 

Hope that helps.
Have a lovely day,
Tiphaine.


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mikebrown
Participant

@TiphaineCuisset  My Account Manager has applied to enter me into the beta, and has yet to recieve a response.

0 Upvotes
TiphaineCuisset
Community Manager

Hi @mikebrown 

 

Thank you for reaching out. 

 

That's strange, can you send me the HubID of the portal you want to access the beta with via DM? 

 

Thank you

Best

Tiphaine


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rogerlee
Member

Hi All, Is one solution to create a custom object that replaces the Company standard object? Would you be able to associate a contact to multiple custom objects?

0 Upvotes
TiphaineCuisset
Community Manager

Hi @rogerlee 

 

Thank you for reaching out. 

 

This is indeed possible with a Enterprise subscription - Custom objects can be associated to multiple contacts and vice-versa. 

 

Thank you

Best

Tiphaine


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ABrennan
Participant

Hi All  - I would love this feature too. For gathering business intelligence we'd love a field that allowed us to track if someone previously worked at a company.  PipeDrive allows this sort of as you can create a custom field that has the value of an organisation.

the beta looks great with the association labels. The sector I work in is quite and a lot people have roles in various companies. Being able to create your or own labels addresses this situation beautifully.

0 Upvotes