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.

 

257 Replies
Regular Contributor

+1

Regular Contributor

A general timeframe (Year-Quarter) would be great to know, so we can weigh up if we should build out something ad-hoc or wait. Anyone heard any timeframes?

Occasional Contributor | Diamond Partner

We are now looking at building custom objects to facilitate this sort of functionality. 

New Contributor

@jsg121 , our use case is that we're using this in conjunction with our volunteer management system. We treat the companies object as organizations (btw that would be a nice naming change Companies -> Organizations). In our case, a volunteer can be associated as a member or employee of several other organizations simultaneously, so this limit of one organization per contact is crippling and just strange unless you guys aren't using a relational database.

 

We haven't fully committed to Hubspot yet. To @Arran's point so if there's still no timeline by Q1 of next year, we'll have to go to Salesforce, which I'm not keen on for many reasons, but by that point we won't have a choice

Occasional Contributor

This feature would be very helpful for one of my client accounts. Their primary points of contact work across multiple doctor practices. We are in the process of building out their CRM and were considering custom objects, but don't want to muddy things up if a feature like this is available. 

Occasional Contributor | Platinum Partner

Would love for this feature to be enabled. Would help in setting up a new client that needs contacts to associated with multiple companies.

Status updated to: In Planning
HubSpot Product Team

As mentioned in the previous update, we are now in development of updates to the CRM that will make adding multiple companies to a single contact possible. Not making timeline promises in this forum, but as soon as the beta is available, I'll notify this thread.

 

To those wondering about using Custom Objects for associations - I would recommend against it. Custom Objects are great for the "nouns" of your business (think inventory, shipments, appointments, real estate) but not as good for describing the relationships between things.

 

We're focused on getting this updated functionality to you soon. Stay tuned for updates.

New Contributor

We have just started with HubSpot giving it a year for evaluation. This feature is crutial to us. Hope to have it enabled very soon🙏🏼

Occasional Contributor

Would love to see this happen soon.

Occasional Contributor

+1

New Member

+1

Occasional Contributor

Adding myself to this idea as I want to know when this beta is out... 

Regular Contributor

This is something we really need. Most of our deals are associated with multiple companies so having related companies would be very helpful! Hope to see it out in a release soon!

New Contributor

@jeffvincent is there any info about the possible date of the beta? We have multiple clients requesting this functionality, it would be great to let them know when they will be able to use it!

New Contributor

This is something we also need to do. I have reps receiving no activity reports, when in fact there has been activity. It is because there is no ability to assign multiple companies to a common contact. A good example I read below is where someone may run their own business, but also be involved a business group like a Chamber of Commerce. So they really need to be noted on both companies in HS. I also have agency clients that then deal with up to 10 different clients, we want the client to show as a company, and the agency contact to show on each company

New Contributor

This is a high priorty for us. We have numerous situaitons where a contact works with multiple companies and not having the ability to connect the contact to each one is hindering the efficiency of our Sales Team.  An update on the timeline would be greatly appreicated. Thank you!

Visitor

We are currently in a trial phase for HubSpot but hope to progress company wide soon. This functionality would be crucial to track our contacts associated with new business. Any updates on the current timeline of this project?