CRM

Coline
Member

One Contact with multiple personas

SOLVE

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
Dev_TRooInbound
Solution
Participant

One Contact with multiple personas

SOLVE

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
30 Replies 30
ABrennan
Participant

One Contact with multiple personas

SOLVE

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.

rogerlee
Member

One Contact with multiple personas

SOLVE

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?

TiphaineCuisset
Community Manager
Community Manager

One Contact with multiple personas

SOLVE

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


Saviez vous que la Communauté est disponible en français?
Rejoignez les discussions francophones en changeant votre langue dans les paramètres !

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


justinescs
Participant

One Contact with multiple personas

SOLVE

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

0 Upvotes
TiphaineCuisset
Community Manager
Community Manager

One Contact with multiple personas

SOLVE

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.


Saviez vous que la Communauté est disponible en français?
Rejoignez les discussions francophones en changeant votre langue dans les paramètres !

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


mikebrown
Contributor

One Contact with multiple personas

SOLVE

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

0 Upvotes
TiphaineCuisset
Community Manager
Community Manager

One Contact with multiple personas

SOLVE

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


Saviez vous que la Communauté est disponible en français?
Rejoignez les discussions francophones en changeant votre langue dans les paramètres !

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


JVial
Member

One Contact with multiple personas

SOLVE

Has there been any update on this fix?

0 Upvotes
Inflectiv
Participant

One Contact with multiple personas

SOLVE

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

AdamAllcock
Member

One Contact with multiple personas

SOLVE

Very interested to follow these developments!

0 Upvotes
ABENMALEK
Member

One Contact with multiple personas

SOLVE

Hello , any solution for this issue ???

0 Upvotes
PamCotton
Community Manager
Community Manager

One Contact with multiple personas

SOLVE

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

Você sabia que a Comunidade está disponível em outros idiomas?
Participe de conversas regionais, alterando suas configurações de idioma !


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !




ahamaton
Participant

One Contact with multiple personas

SOLVE

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
Community Manager

One Contact with multiple personas

SOLVE

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

Você sabia que a Comunidade está disponível em outros idiomas?
Participe de conversas regionais, alterando suas configurações de idioma !


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !




Smudgers_81
Participant

One Contact with multiple personas

SOLVE

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
Community Manager

One Contact with multiple personas

SOLVE

Thank you for sharing with the Community @Smudgers_81 !

 

Kindly,

Pam

Você sabia que a Comunidade está disponível em outros idiomas?
Participe de conversas regionais, alterando suas configurações de idioma !


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !




willtp
Participant

One Contact with multiple personas

SOLVE

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
Community Manager

One Contact with multiple personas

SOLVE

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

Você sabia que a Comunidade está disponível em outros idiomas?
Participe de conversas regionais, alterando suas configurações de idioma !


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !




LasseNyrup
Participant

One Contact with multiple personas

SOLVE

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
Community Manager

One Contact with multiple personas

SOLVE

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

Você sabia que a Comunidade está disponível em outros idiomas?
Participe de conversas regionais, alterando suas configurações de idioma !


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !




0 Upvotes