HubSpot Ideas

DBowers3

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.

 

379 Replies
RWiebach
Member

Please notify me as soon as this is ready. It is a must-have for us, to avoid awkward work-arounds. 

WoutRikkerink
Member

This is the single feature holding us back to get started with HubSpot.

RV6
Participant

Any updates on this? 

Renze
Member

Would love to see this feature. waiting for it for more than 2 years
now......

TLilley
Member

Any idea or estimate when the projected roll out of this feature will happen?

mortenstaal
Participant | Platinum Partner

Any update on this feature? I have a couple of potential clients who have this as a requirement before being interested in investing in HubSpot.

jeffvincent
HubSpot Product Team

Hello all, I apologize for the radio silence on our end. Excited to share the new multiple companies on a contact functionality is now available in private beta.

 

If you're interested in what's included (and of course you are!), watch this quick overview video created by HubSpot Academy Professor Kyle Jepsen.

 

While in limited private beta, you will need to ask your HubSpot contact (CSM, Technical Specialist, Onboarding Specialist, etc.) to request access on your behalf. From there, we'll review the request and ungate your portal to the beta. In some cases, we may not be able to ungate you - we'll follow up if that's the case.

 

We plan to go public with this functionality later this year, so if you don't get access in the beta, this will still be coming your way soon.

 

Can't wait to hear your feedback!

jeff

claude191
Participant

Hi @jeffvincent 

 

Thanks for the update; the video describes a promising feature. Is there any information on how this will affect the REST API?   I'm speculating that it won't make too much difference, except for the extra "association label". 

 

Is there any reference information on REST API changes?  I.e. how to retrieve/set the "association label"?

 

Thanks,

 

Claude.

 

 

MonikaS
Contributor

Great!

 

Would next be coming multiple companies association to deals? Or if you attach a contact that is assigned to multiple companies, that happens automatically?

BrittanyMeans
Participant

Does this functionality have an impact on the ability to associate multiple companies to a deal? Our customer base is in healthcare and we have many organizations that are associated with a single deal, but the inability to make the association at the CRM level has caused operational challenges. Thanks!

Hugo_pkp
Member | Diamond Partner

Hi, 

 

Thanks for this new feature, it is really useful.

A question about deals. Will it be possible to add labels on contacts in deals as well ?

 

Thanks

leaditommaso
Member

I'd like to access this beta feature, how can I do that?

AAM
Contributor

Hi. Thank you so much for access to the beta. I was super excited about the functionality until I discovered that only the primary company can be used in lists, workflows and personalization. In order for this to be usable for our company, I need to be able to associate in workflows and email personalization any of the associated companies. I guess as a workaround, I can change the primary company as needed, however that's kind of a pain. Are there any plans for expanding the use of associated companies to workflows and personalizations?

 

Thank you.

jpeluso
Participant

Can I please have access to the beta? 

 

Thanks!

LuisaS
Member

I second the need @AAM voiced. For us it would also be crucial to use every connected company, not just the primary one. Are there any plans or ideas to expand to that?

christi13
Participant

Yes, we are a company selling both direct and via channel. We need the ability to link one channel partner rep to multiple deals in the pipeline. Any update on when this feature will be going live for all HubSpot users? 

 

With that in mind, it would also be helpful to:

  • Associate more than one Deal with a Contact record (partner's Rep could have more than one deal in the pipeline)
  • Associate more than one Company with a Deal record (customer's Company and partner's Company)
  • Associate more than one Deal with a Company record (we actually have enterprise customers where we are doing business with several departments within the company and therefore, need to be able to link the company to more than one deal at a time)

 

Thank you! 

KMeikle
Member

would like to be able to associate more than one company to a deal

 

 

SKelly8
Participant

Just seen this update above but unfortunately @jeffvincent & @KyleJepson I feel that you have missed the need of lots of the community. This is focussed on Multiple Companies for Contacts, whereas I feel the community request was for Multiple Companies - labelled - but assigned to one deal...

 

So you can include the actual company that you are selling too, maybe a partner, and then maybe a further third party that also relates to the deal. Managing these via dropdowns, that need to be updated regularly and dont link back to a compnay record is a shame.

KyleJepson
Inbound Professor

@SKelly8 -- Sorry for the confusion! This thread is specifically about being able to associate more than one company to a contact and label those associations. We recognize that the same functionality is needed for deals. It's all part of the same project. We're going to get associations, labels, etc. right with Contacts-Companies first and then figure out how to expand that functionality to Deals-Companies (and other places!)

 

EDIT: Here's a thread about multiple companies on a deal: https://community.hubspot.com/t5/HubSpot-Ideas/Multiple-companies-per-deal/idi-p/15182

Kristie_Currie
Member

Is there any update on when this will be accesible? It is something that is really hindering our ability to use other paid areas of Hubspot.