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.

 

UPDATE from @JoeMayall: If you would like to be ungated for this beta, please fill out this form

 

You won't be notified once you've been given access. To check if you have access to this beta, go to a contact record and see if there is a new category called “related companies”.

HubSpot updates
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.

changed 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.

changed to: In Planning
Oct 18, 2017

226 Comentarios
Colaborador ocasional

I have just signed up to the Beta for this. We often have contacts that are affiliated with various institutions or membership bodies alongside their day jobs, and it would be useful to have a record of this.

Nuevo colaborador

Simply, one person can own multiple businesses & be director of more than one company. I am new to hubspot but surprised, how is this crucial feature missing. It should require urgent attention. 

Colaborador habitual

Interesting idea, although it's pretty common. Just wonder how this will change the API? I ask because as an integrator that's super important and needs a large dev heads up before this just deployed.

Nuevo colaborador

Hi there, yes, this concept is a no brainer and would support our use of HubSpot by matching the technology to how our client portfolios are structured. It is an essential one for the future.

 

Please prioritise this one Product team. 

Nuevo colaborador

I would like a role for "Past Company" so I can use this feature to show past company relationships - ex: Joe is now with Company A but was with Company B when he first heard about us. We like seeing this relationship when on the Contact search page. Our current workaround is to keep the old Company B contact in tact but change the title to (Now at Company A) & mark it Unqualified. Then we create a new contact for Joe at Company A.

 

I would also like a role for "Related Company" because we have some large accounts with various email URLs so it gets messy where they fall. Or at least a way to connect contacts based on parent-child company relationships.

 

Custom roles would be awesome as new uses for the feature come up!

Colaborador habitual

We really need this feature! We have lots of contacts who need to be associated with more than one company. Causes a lot of problems when we're trying to use filters.