It has been developed. My only suggestion would be that they use a property for the relationship type that can be modified vs. hard coded relationships. Simply request beta access from your HubSpot account manager. Unsure why they have not yet moved this into production.
We have this on our account and serves the purpose of connecting multiple outside contacts to one company and visa versa. I had our HS account manager push it out to our account globally, and it works pretty well. I can't really say if this will tie all the way back to deals and especially any of the limited reporting, but it does the job.
If you don't know who your account manager is, I would call support.
Whoever is saying on this thread that they already have this feature activated in beta is either completely incorrect or I am not getting correct information when I just asked customer service if this feature exists and they said it doesn't.
Yes please, this is extremely important for our business. A lot of our contacts are accountants for several companies, and a lot of our big contacts have several companies they represent. Looking forward to it!
Our business advisory firm is DYING for this feature. It would honestly be the best thing since sliced bread and is a big barrier to us transitioning the company over to using the CRM - not just using the marketing tools.
Just started to try Hubspot and looking for new CRM for our business. This is one of Major things what we are looking for. Our business case is to work with Real Estate managers who has several real estates to manage. Those real estates have they own business-id's and they are own juridical companies. So cannot be under one management company in CRM.
Hopefully this feature is coming soon in to Hubspot and i will say then it will be our CRM software.
Running into issues here too for not being able to link 1 contact to multiple companies also. It's making it more difficult to dedupe our contacts. Please add this to your next release!
Susie works with NBC, CBS and ABC. I want to see everything tracked with Susie but I only want to see the company interactions that apply to that company.
I have been adding a code after the last name of the contact for each company to keep track of them. Initially, I thought this was going to be a chore and honestly, when a person needs to be added multiple times, it is. BUT, everything is where it belongs, with the appropriate company.
We deal with the administration of invoices between two companies, where both companies need to be associated with a ticket. Almost all of our tickets involves two companies. If the company that is going to pay the invoice says the invoice is wrong, we need to involve the company that sent the invoice.
At the same time we have lots of contacts that has a role in several companies.
As long as you pay hubspot $250+ per month, you can get the feature activated. Apparently, they do not consider this feature crucial for free or starter accounts.
No this is no idea in HS. The folks at HS say they are working on it. However, we've been on HS for a year and still nothing but a work around that isn't optimal.
Trust me. I had to dig at them hard, but eventually they admitted the feature is currently working. However, in order to activate it you have to be at pro level or higher. If you are not paying for a pro account, they don't give af.
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