Associate one contact to multiple companies

Think business consultant or sales broker - We'd like to be able to have one contact associated with multiple companies in Sales CRM.

 

249 Replies
Regular Contributor

I have just signed up to the Beta for this. We often have contacts that are affiliated with various institutions or membership bodies alongside their day jobs, and it would be useful to have a record of this.

New Contributor

Simply, one person can own multiple businesses & be director of more than one company. I am new to hubspot but surprised, how is this crucial feature missing. It should require urgent attention. 

Regular Contributor

Interesting idea, although it's pretty common. Just wonder how this will change the API? I ask because as an integrator that's super important and needs a large dev heads up before this just deployed.

New Contributor

Hi there, yes, this concept is a no brainer and would support our use of HubSpot by matching the technology to how our client portfolios are structured. It is an essential one for the future.

 

Please prioritise this one Product team. 

New Contributor

I would like a role for "Past Company" so I can use this feature to show past company relationships - ex: Joe is now with Company A but was with Company B when he first heard about us. We like seeing this relationship when on the Contact search page. Our current workaround is to keep the old Company B contact in tact but change the title to (Now at Company A) & mark it Unqualified. Then we create a new contact for Joe at Company A.

 

I would also like a role for "Related Company" because we have some large accounts with various email URLs so it gets messy where they fall. Or at least a way to connect contacts based on parent-child company relationships.

 

Custom roles would be awesome as new uses for the feature come up!

Regular Contributor

We really need this feature! We have lots of contacts who need to be associated with more than one company. Causes a lot of problems when we're trying to use filters. 

Esteemed Contributor

+1

New Contributor

Thanks we have ungated the beta solution a couple of months ago and we are using it extensively.

But we need to be able to add our own custom related roles when adding multiple companies to a contact.

Please also keep updated on progress with this feature.

Thanks.

Regular Contributor

I've been using this beta since it got released. We need to be able to change the Roles appearing there. They make no sense for the industry we work in.  Custom Roles are needed. Thanks

New Contributor

Having a Contact be associated to multiple Companies is an absolute need for B2B account based purchasing. In Healthcare specifically a Physician of Executive may be associated to multiple companies. A Physician is often the decision maker in their practice and an influencer in one or multiple Hospitals or Universities.  They may also be associated to medical research labs or medical foundation budgets. 

A contact should be able to be at the very least seen as associated to each cxompany where they have influence. 

For B2B and Account Based the lifecycle stage is more tied to the Company not the Contact. The buying role can vary for the same contact across the companies they are associated to.

Ideally for us Lifecycle Stage would be tied to the Company not the contact.

Buying role would be tied to the contact but could be different at different assoicated companies.

New Contributor

Thank you for allowing me to be apart of the beta group for this feature!

I feel we need to take this a step further and allow a contact to show up as associated with multiple businesses. 

To Explain:

The contact 'Alice' owns two businesses 'Mad Hatter Tea House - Downtown' and 'Mad Hatter Tea House - Uptown'

Currently, when I view Alice's contact, I am able to see that both 'Mad Hatter Tea House - Downtown' and 'Mad Hatter Tea House - Uptown' are associated with her contact.

 

When I look at 'Mad Hatter Tea House - Downtown' she is an associated contact. 

However, when I view 'Mad Hatter Tea House - Uptown', there isn't an associated contact.

--> When I attempt to connect her contact with the Uptown location, it then removes her from the downtown location.

 

Ultimately, this creates an additional step for a rep to connect all the dots

 

New Contributor

@jsg121  Any fresh updates you can share on a contact having multiple company associations? The issue is causing far too much thinking to be done and more meetings that one would like 🙂 Thanks.

Regular Contributor

We have access to this beta, parts of it are good, but where it's falling short:

We need multiple "company to company" linking. I want to be able to link a cntact's company to the multiple partner companies they work with. Maybe we need a parent company option? Insightly CRM does this very well. 
 
New Contributor

We would love to be able to trigger automated emails/actions via workflows to related contacts. Currently, workflows will only send to associated contacts and not related contacts.

Regular Contributor

Hi, 

 

I can see the 'related company' feature, but am I right in thinking this doesn't add any of the contact logs from the contact to the related company, only to the associated company still? If so, this feature doesn't do what I think most people need it to. We work with estate agents and have a lot of contacts who work across multiple branches and we need these contact logs to show on every company they work across, not just one. 

HubSpot Product Team

Hi there! I'm Jeff, from the HubSpot CRM team.

 

Thanks so much to everyone who has been a part of the "related companies" beta. You've given a lot of excellent feedback on how this will need to work in order to be rolled out to all.

 

At this time, we're closing the "related companies" beta so we can prep for an improved version of this functionality, built on a new infrastructure, which is coming in the near-term future.

Because this beta and the "related companies" beta are built differently, enrolling more portals in the "related companies" beta now will make it more difficult to migrate eventually. I appreciate you keeping the comments about your use case for functionality like this coming, and we'll be back soon with more updates and timelines.

 

For anyone already on the "related companies" beta: no action needed at this time, and you aren't losing any functionality right now. We'll be in touch with migration plans when they are ready.

Occasional Contributor

I would LOVE to be added to this beta! 🙏🙏🙏

New Contributor

It looks like Jan 20 was the most recent update on this.  Can we get another update?  We are evaluating HubSpot, and this really may prevent adoption in our case.  We have a service specifically for business owners, some of which have multiple businesses.   The businesses do not necessarily have a parent/child relationship.  Our sales staff need the ability to know that a contact is associated with multiple businesses.  This seems like a scenario that many people would have.  

From a developer perspective, we are using the API to sync companies and contacts from our service into hubspot.  The API seems to allow for this 1:many scenario, but then only shows the most recent associated company.   For example, I can POST multiple  /crm/v3/objects/contacts/{user.CRMId}/associations/companies/{experience.CRMId}/contact_to_company?hapikey={options.HubSpotApiKey}, but only the most recent one is shown in HubSpot.

Occasional Contributor

We tried the "related companies" beta - it doesn't truly address the issue of business consultants, accountants, advisors etc. who should be listed as a contact on each company for which they "work."

 

Also, associating a contact with a related company doesn't have any concrete functionality ... cannot run lists, they don't appear as contacts when viewing the company record ... not a good feature.

 

There are many other examples where this is a significant problem ... founders, franchisees, board members ... needs to be addressed quickly as it's causing issues for our database!

New Contributor

This is really strange that this feature has been requested for several years now and it's yet to be implemented. It's a very basic feature request.