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 updates
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.

Status updated to: In Planning
Oct 18, 2017

257 Replies
Regular Contributor

+1

Regular Contributor

A general timeframe (Year-Quarter) would be great to know, so we can weigh up if we should build out something ad-hoc or wait. Anyone heard any timeframes?

Occasional Contributor | Diamond Partner

We are now looking at building custom objects to facilitate this sort of functionality. 

New Contributor

@jsg121 , our use case is that we're using this in conjunction with our volunteer management system. We treat the companies object as organizations (btw that would be a nice naming change Companies -> Organizations). In our case, a volunteer can be associated as a member or employee of several other organizations simultaneously, so this limit of one organization per contact is crippling and just strange unless you guys aren't using a relational database.

 

We haven't fully committed to Hubspot yet. To @Arran's point so if there's still no timeline by Q1 of next year, we'll have to go to Salesforce, which I'm not keen on for many reasons, but by that point we won't have a choice

Occasional Contributor

This feature would be very helpful for one of my client accounts. Their primary points of contact work across multiple doctor practices. We are in the process of building out their CRM and were considering custom objects, but don't want to muddy things up if a feature like this is available. 

Occasional Contributor | Platinum Partner

Would love for this feature to be enabled. Would help in setting up a new client that needs contacts to associated with multiple companies.

Status updated to: In Planning
HubSpot Product Team

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.

New Contributor

We have just started with HubSpot giving it a year for evaluation. This feature is crutial to us. Hope to have it enabled very soon🙏🏼

Occasional Contributor

Would love to see this happen soon.

Occasional Contributor

+1

New Member

+1

Occasional Contributor

Adding myself to this idea as I want to know when this beta is out... 

Regular Contributor

This is something we really need. Most of our deals are associated with multiple companies so having related companies would be very helpful! Hope to see it out in a release soon!

New Contributor

@jeffvincent is there any info about the possible date of the beta? We have multiple clients requesting this functionality, it would be great to let them know when they will be able to use it!

New Contributor

This is something we also need to do. I have reps receiving no activity reports, when in fact there has been activity. It is because there is no ability to assign multiple companies to a common contact. A good example I read below is where someone may run their own business, but also be involved a business group like a Chamber of Commerce. So they really need to be noted on both companies in HS. I also have agency clients that then deal with up to 10 different clients, we want the client to show as a company, and the agency contact to show on each company

New Contributor

This is a high priorty for us. We have numerous situaitons where a contact works with multiple companies and not having the ability to connect the contact to each one is hindering the efficiency of our Sales Team.  An update on the timeline would be greatly appreicated. Thank you!

Visitor

We are currently in a trial phase for HubSpot but hope to progress company wide soon. This functionality would be crucial to track our contacts associated with new business. Any updates on the current timeline of this project?