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.

85 Replies
marcusyoung
Occasional Contributor

This absolutely needs to be considered, we deal with real estate agents, tenant representatves and project managers who are dealing directly with a client. This should be very simple to execute I would have thought.

mbell8903
New Contributor

We could really use this for our product. Our product uses the concept of teams and each team is a business. The issue is that when multiple users are invited (say a 3rd party) thats already a contact, we cant associate them easily.  The best we can do is assign them to the last company they were joined with.

cortneyc
Occasional Contributor

Yes, please! This is a particularly useful feature for contacts who are, say, both the owner of a business and a leader/primary contact for a business association or chamber of commerce type entity. 

PerryDigital
Occasional Contributor

This is particularly relevant in the Accountancy industry, where you could manage the accounts for one Director across multiple companies they are responsible for.

 

I would imagine this isn't far away from the code used to associate multiple child companies with a parent company in HubSpot's back-end.

mdavidson
New Contributor

This is crucial for us as we use an external company as a middleman between us and some of our clients, and a single person from this external company may be a middle man between us and multiple companies. Making it difficult for us to monitor associated companies to contacts. Please fix!

JGillis
New Member

This is an essential addition to our industry (telecommunications and security) as we have client contacts that manage/maintain multiple properties.

roldannn
New Member

 It´s important cause you can assign this contact ( for example a contact from a economic consultant ) to a company ( its the consultant for this company ) . For me , in the same view , in the company, i can see the workers and the external workers ( consultant ) and it easy to communicate with them.

Johanna
New Contributor

Hello, 

 

I think my company is gonna change for another CRM because of this feature missing.

Need to be created in the top needed-features !

PerryDigital
Occasional Contributor

Possible Solution for those who can't wait for HubSpot to add this feature:

My company uses a reference system at the backend, so the way we have associated contacts with companies is like so:

 

  1. Contact has a unique reference
  2. Business has a unique reference
  3. Add "Company References" as a multi-line text field to the contact properties.
  4. Insert each business reference on its own line in that property (we place the most recent one at the top).
  5. Then either don't associate the contact with any of the businesses (could avoid any future confusion) or choose a business that you would like to indicate is the most important for the contact and associate that with the contact.

I hope this helps you all with your unique circumstances or at least instills some ideas for your own purposes.

ReggieYancey
New Member

We need this ASAP. I work with education and often a teacher/coach/Director will be part of multiple groups/association and want me to do work for both of them. 

 

Use case:

 

Music Organization composed of multiple band directors. 

 

Each band director also wants work done for their band. The band itself is not affiliated with the music organization