Associate one contact to multiple companies

DBowers3

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

 

HubSpot updates
Status updated to: In Beta
Apr 28, 2021

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

Mar 15, 2021

Hi all, really appreciate the enthusiasm around this functionality. We can't wait to deliver it.

 

We are still actively working on supporting multiple companies on a contact - not just within the CRM, but across all parts of the HubSpot platform. Once we are in public beta, I will send out opt-in information.

 

Thanks for your patience - this stuff may seem straightforward, but being good stewards of your data comes first for us. Nothing is worth more than your trust. Updates to come as soon as possible.

Status updated to: In Planning
Oct 14, 2020

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.

Sep 8, 2020

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.

Jan 21, 2020

Hi all,

 

We're currently looking into why we're displaying 7 contacts or 7 companies! We hope to have this fixed soon.

 

The team has been working on deciding how to move forward with the Related Companies feature. While there are no immediate plans for this implementation, we hope in the future to allow multiple relationships between objects (ie a contact can be associated with 5 companies and these would all display on the contact record via the normal "Companies" card), and we'd also like to support custom roles for all relationship types.

 

Thank you to those who have been making use of this beta and for the feedback you've provided! We will keep you posted as developments occur.

Oct 22, 2019

Thanks @krispag! That's exactly right. From the contact record, you would just need to check the associations of each call to see which office the call is associated with.

Oct 21, 2019

Hi @gelflex-cc , I haven't heard much feedback about this (others, feel free to chime in!), but the feature works using a set of seven defined roles (advisor, board member, contractor, manager, owner, partner, reseller). Via the "Related companies" card that displays on the contact record, you can choose to select a company that the contact is related to and select their role in that company out of the seven listed above. The feature still allows you to keep your businesses separate, but just gives you an easy way to tie a contact with a second company based on their role there. 

Oct 18, 2019

Hi @aminco  - there isn't any communication sent once you're ungated as I'm just manually going through all of the requests each day. You can expect to be ungated around 4PM EDT on the business day that you submitted the form, so your portal is all set. You'll see the additional "Related Companies" card on all contact records in your portal.

Apr 26, 2019

Hi @kevinelite , the limit is 10,000 related companies.

Status updated to: In Beta
Apr 11, 2019

Hi all, thank you for your interest in this feature! Please fill out this form if you would like to be ungated for our "Related Companies" beta feature.

 

This feature will add a secondary card to your Contact records called "Related Companies". From this card, you can add a related company and choose the contact's role at that company from a pre-set list: Board Member, Contractor, Manager, Owner, Partner, Reseller. These roles cannot be modified at this time.

 

Please note that this is the extent of the feature at this time - contacts can not be segmented based on their related companies, and the related company and role cannot be imported at this time.

346 Replies
marcusyoung
Participant

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
Member

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
Participant

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
Participant

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
Member

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
Member

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

roldannn
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
Member

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
Participant

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
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

LZBloomerang
Member

We REALLY need this feature.

Status updated to: In Planning
Sophie_Higgs
HubSpot Product Team
 
DBowers3
Participant | Partner

Thank you Sophie, please let us know what time frame we may be facing. 3 months? A year? More?

DerrickWeiss
Member

I am in deep need of this feature. Working at an agency - I have multiple clients that have come across this impediment within HubSpot. I know this would probably require a lot of effort on HubSpot's part - but the value is there.

 

Many of my clients' prospects are associated with multiple companies - whether they own 3-4 and use a single email to manage all of them, have changing personnel in each company that are difficult to track, or some other variation.

 

This is absolutely needed!

bb14
Member

This would be really important for us too!

It's quite common for a single contact to be the main contact for a number of different companies and at the moment it's quite fiddly to keep track of who the main contact is, if at all. And no real option to have the correspondance correctly showing for each organisation.

NathanShowpass
Member

Many of our contacts are owners of multiple companies. These businesses are in no way connected. The only common denominator is the shared owner/contact. Associating these companies via parent/child relationships would be a mistake because they are not connected and should not be viewed by our sales team as connected. 

 

Having multiple unrelated companies associated to one contact is imperative for our organization to continue our use of Hubspot. 

Robert_Nemec
Member

Venture capitalists are another example. They are decision makers in multiple companies. And sometimes they use just one email address. 

 

Another example is people in transition. She can be a CEO of one company but will be promoted to another (within a group) and I want to work on that lead ahead.

csosnowski
Member

Holy Moses the ability to have one person assigned to many companies is a critical feature for us as well.  Hubspot has been great in the free mode so far, but seems to be targeted at stereotypical small/medium businesses that work in the private sector.  We are a software startup that serve the public sector and probably a third of the very small Illinois municipalities use outside contractors/consultants to fill roles in their agencies.  As you might suspect, many times it's the same consultant/contractor in multiple towns that fills that role.  The inability to do this will be a long-term deal breaker for us to be able to use the product.  +1 to get this included.

drakow
Member

We need this feature.  Some of our client's facilities are operated by a regional director and that regional director wants all info about any of the facilities sent to him, not just info on one specific facility

khaledh
Member

We are planning to enrich our HubSpot contacts/companies through the API by populating certain custom properties from our system. The problem is that for every contact we have potentially multiple companies in our system, but since we're allowed only one company to be associated with each contact, we're severly limited.  It would be ideal to allow many-to-many relationship between contacts and companies.