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
2 weeks ago

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.

335 Replies
RWiebach
Member

Please notify me as soon as this is ready. It is a must-have for us, to avoid awkward work-arounds. 

WoutRikkerink
Member

This is the single feature holding us back to get started with HubSpot.

RV6
Participant

Any updates on this? 

Renze
Member

Would love to see this feature. waiting for it for more than 2 years
now......

TLilley
Member

Any idea or estimate when the projected roll out of this feature will happen?

mortenstaal
Member | Platinum Partner

Any update on this feature? I have a couple of potential clients who have this as a requirement before being interested in investing in HubSpot.

Status updated to: In Beta
jeffvincent
HubSpot Product Team

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

claude191
Participant

Hi @jeffvincent 

 

Thanks for the update; the video describes a promising feature. Is there any information on how this will affect the REST API?   I'm speculating that it won't make too much difference, except for the extra "association label". 

 

Is there any reference information on REST API changes?  I.e. how to retrieve/set the "association label"?

 

Thanks,

 

Claude.

 

 

MonikaS
Participant

Great!

 

Would next be coming multiple companies association to deals? Or if you attach a contact that is assigned to multiple companies, that happens automatically?

BrittanyMeans
Member

Does this functionality have an impact on the ability to associate multiple companies to a deal? Our customer base is in healthcare and we have many organizations that are associated with a single deal, but the inability to make the association at the CRM level has caused operational challenges. Thanks!

Hugo_pkp
Member | Diamond Partner

Hi, 

 

Thanks for this new feature, it is really useful.

A question about deals. Will it be possible to add labels on contacts in deals as well ?

 

Thanks

leaditommaso
Member

I'd like to access this beta feature, how can I do that?

AAM
Member

Hi. Thank you so much for access to the beta. I was super excited about the functionality until I discovered that only the primary company can be used in lists, workflows and personalization. In order for this to be usable for our company, I need to be able to associate in workflows and email personalization any of the associated companies. I guess as a workaround, I can change the primary company as needed, however that's kind of a pain. Are there any plans for expanding the use of associated companies to workflows and personalizations?

 

Thank you.

jpeluso
Participant

Can I please have access to the beta? 

 

Thanks!

LuisaS
Member

I second the need @AAM voiced. For us it would also be crucial to use every connected company, not just the primary one. Are there any plans or ideas to expand to that?