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.

 

HubSpotからのアップデート
ステータスに更新: Delivered
June 09, 2023 06:48 AM

Hi everyone,

I’m Maggie the Product Manager for Associations at HubSpot. I'm very pleased to announce that this feature was delivered to all customers back in April of 2022. Specifically, you can associate a contact, deal or ticket to multiple companies. Apologies for the delay in updating you all here. If you're interested in learning more, this Knowledge Base article about associating records is a great place to start. 

 

Thank you for all of your guidance and submissions about this need.

 

Maggie

ステータスに更新: In Beta
October 04, 2021 12:08 PM

Hey all, happy to report this functionality is now in public beta. To review the updates and see how to opt your portal in to the updates, please head to this post. This will also be covered from the big stage at INBOUND, so there's even more to come here.

 

This has been a long time coming, I so appreciate all of you sharing your use cases and upvotes. We review them all, and it has a big impact on prioritization. Looking forward to your feedback on this release.

Jeff

ステータスに更新: In Beta
April 28, 2021 03:52 PM

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

March 15, 2021 11:55 AM

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.

ステータスに更新: In Planning
October 14, 2020 01:27 PM

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.

September 08, 2020 12:46 PM

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.

January 21, 2020 07:33 AM

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.

October 22, 2019 08:22 AM

Thanks @Anonymous! 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.

October 21, 2019 12:18 PM

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. 

October 18, 2019 07:32 AM

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.

April 26, 2019 07:17 AM

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

ステータスに更新: In Beta
April 11, 2019 12:37 PM

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.

379件のコメント
SteveMatlick
投稿者

Is there a bug currently with this feature?  We are seeing, when a contact is actually associated to a company it is also appearing in the Related Contacts section seven times - once for each of the seven pre-defined roles currently available.  

Thomas_BBike
メンバー

@ErikGron - as far as I know, the current beta-version does not allow any changes. There are several requests set to  the development team yet as far as I know. I would prefer an option to change the pre-set roles myself. 

 

Cheers, Thomas

Thomas_BBike
メンバー

@SteveMatlick  - yes, I have the same issue. It just seems as there were 7 contacts but in fact there is just one. HubSpot replied to me, this might be a problem in this beta-version and will be fixed asap. 

 

Cheers

Thomas

Hatchman
参加者

I like the idea of the presets but we should be able to use types of our own naming.   Most of the types currently available have absolutely no bearing on our manufacturing business.   We needs things like sales rep, engineer, project mgr, purchasing buyer, etc.

jsg121
HubSpot製品開発チーム

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.

ErikGron
参加者

Yeah, me too, setting the roles yourself makes more sense.

 

TopJobTeri
メンバー

We need this feature YESTERDAY!  People are multifaceted and have their fingers in many pies.  Almost no one has only one company directly associated with them, especially in small towns.  In our line of work we have people like a guy who is the Mayor of a city, he owns his home through a trust is the HOA president, and owns a company.  Has anyone figured out a work around?

kimcpa2000
参加者

Would love to see a contact be able to be associated with more than one company.  We have contacts that work for one company, but approach us as a member of an industry association and would like to maintain information on both.

ErikGron
参加者

@kimcpa2000 You can, there is a beta option that allow you to associate a contact to multiple companies, you have to request it. The bad thing about it is that you will only see the main company associated with that contact and to see others you need to go through the details. But for filter/classification purposes it works great. Also, you will have to detail the rol of that contact in other associations, which is also a bit lame, because there are only 7 (I think) pre-defined roles.

 

Hopes this clarifies something to you.

 

All the best

Erik

richardwalsh
参加者 | Platinum Partner

This beta is working quite well within its simple state. Seeing those custom roles would be amazing, but we've found a way to work around it for now.

 

I think the next big piece would be the ability to use the association in workflows, and someway to set various emails for each association, while picking a primary. Wouldn't want to accidentally send them a marketing email to all addresses.

BurtonHohman
メンバー

Are you still accepting new users? I filled out the beta form last week but haven't heard a reply yet. We very much need this feature! 

BurtonHohman
メンバー

In a Company workflow is there any way to send emails to users that are "Related Contacts" right now it my tests it looks like emails only went to the main contacts and not to the related contacts

raedt
メンバー

My client also has this as their main issue. They have 1 contact with 1 primary company and up to 10 related companies. Marketing emails when triggered, only 1 email gets sent to 1 contact. Instead of 10 emails to 1 contact (1 for each company)

 

unfortunately. I do foresee an issue on why Hubspot might not want to build this feature. For example, You have a marketing email that has company variables in it. For example a company name. when 1 marketing email is sent, How does it figure out which related company it should select and fill the variable properties from? Primary only? All? custom select?

 

I have a developer's background and was able to code a custom widget that solved my client's issue. I am wondering if there other Hubspot users that have this issue and maybe it's worth building this widget and publishing it?

 

@BurtonHohman Let me know, I'd be interested in building this out together

 

BurtonHohman
メンバー

@raedt I understand how it could be difficult but that is certainly our use case.

 

Our ideal scenario would be to send out a monthly marketing email recapping some custom company properties to any contact associated with that company.

 

So if you were associated with 3 companies our ideal interaction would be you would get three individual unique marketing emails with the company properties of each company.

 

So the workflow would trigger for Company A and send you an email with company properties for Company A. Then the workflow would trigger for Company B and send you an email with company properties for Company B, etc, etc.

 

If you have a solution for a situation like this that'd be killer.

DominicHobbs
メンバー

Hi

 

Loving this idea and can see it on our HS contacts page (I'm assuming we have been 'ungated' for beta?).

However, I'm not seeing it in the API feed for the contact. Can I assume this is a pending change for the API and is there any word on when it might be added?

 

Thanks

erickievit
参加者

Hi there, 

 

We just noticed that the beta functionality is released. Which is great! thanks for that. Just a few bugs that we have encountered, hope it helps to further perfect the feature. 

 

On the contact card:

  • We see the company and often (but not always) 7 related companies which are all the same as the original company. 
  • We see a multitude of related companies, however, if we click on the view more, we still only get shown one related company. We do not see the full list

On the company card

  • With some company cards we see the system has pre-populated a large list related contacts, is this due to parent child relationships or due to the domain resemblance?
  • When we review the large list of related contacts and click on view more, we do get to see more related contacts, but never the full list. It seems there is a limit. 
  • The system seems to have pre-populated the roles with all the related contacts, however, we do not understand why, nor can we bulk edit change these roles. 
  • If we create a new related contact, we can set the role. However, for related contacts that already have a role set, we are also unable to edit this anymore. (also related to the bullet above).

On the general contacts view

  • We are unable to display or filter on number of related companies

On the general companies view

  • We are unable to display or filter on number of related contacts. 

 

Hope the above is clear and helpful for further improvement. Thanks for your efforts so far!!

 

elegeert
メンバー | Solutions Partner

@erickievit I guess that being able to notice the beta functionality is only possiblle as part of the beta program that @jsg121 mentions? Thanks for the feedback, it would be great to be able to use the functionality of associating one contact to multiple companies. Whether this is in beta - or even better - the real thing. I can't wait!

 

FriendlyManager
参加者

Hi can someone tell me please how to get the beta of this turned on in my system - We really need this feature. 

Adrecomedia
メンバー

My company just recently joined HubSpot CRM (free of course)  to test out and see if it will fit our needs. We operate a website development and online marketing company and have customers that own multiple businesses so being able to associate a single contact with multiple businesses would be a very important and useful feature for us. 

ccaron3
メンバー

This feature would be extremely useful as some of my contacts own multiple businesses, such as restaurants among others.