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.

 

Actualizaciones de HubSpot
Estado actualizado a: 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

Estado actualizado a: 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.

Estado actualizado a: 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 @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.

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.

Estado actualizado a: 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.

377 Comentarios
Estado actualizado a: In Beta
jeffvincent
Equipo de producto de HubSpot

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

DBowers3
Participante | Partner

Thanks to all who commented and want this feature. Only four years (yes, steep in sarcasm!) in the pipeline to associate a contact with more than one Company.

HSalvo
Miembro

I'm surprised this feature is centered on associating only contacts to multiple companies/deals/tickets. We are struggling with how to best organize associating multiple companies to each other and being able to mark a primary company and then label and organize the heiarchy and connections from there like associating contacts would be a great solution.

For example, say a company owns and operates several different businesses, all of which use my software, but I only send one invoice to the primary company. Maybe this company uses an agency to assist them in using my software and that same agency also works for other sales prospects or customers of mine. There is also the issue of Partner Referrals, etc. (there are many different reasons multiple companies can be associated and the parent / child relationship is not robust enough to cover them all).

Are there any plans to extend the functionality of this new feature?

christi13
Participante
@HSalvo - My company was struggling with associating multiple
companies with one company (Channel Partner). We reached out to Integrate
IQ, a HubSpot partner, and they are going to set up our channel partners as
Custom Objects in HubSpot. They gave us a project timeline of around 3
weeks, and we didn't find their cost to be prohibitive in any way. They are
very reasonable. I would suggest reaching out to them while HubSpot
continues to expand associations on the back-end... Good luck!!
JeffBantz
Colaborador

We love the new functionality of Flexible Associations.

One thing missing is to be able to add labels when creating a new contact, company or other object we have labels defined.

Capture.JPG

PNavarrete
HubSpot Employee

Hi! My customer would like to make the association labels as a mandatory field in the deal creation forms, so they can guarantee this information is entered by their team every time a new deal is created and associated to contacts. 

TopJobTeri
Miembro
Sounds like an excellent suggestion to me.

LWarren5
Participante

Hi, 

 

I have a few customers who use 1 email address but have multiple accounts 'companies' that I email them regarding. We had to get a Beta version of HubSpot to facilitate that. 

 

I'd love to be able to set up some marketing emails that allow me to select the client email address, and then the associated account/company I am writing to them regarding.  This way I can use personalization tokens to populate the detailed information that's relevant to them within the email. 

 

Does anyone know if this capability is in the pipeline? My workaround is growing in complexity and is increasingly inefficient. 

 

Anyone in the same position? Or have any updates on how this Beta is coming along?

 

Thanks, Lea-Anne

JANSAULT
Participante

Hello,

i need this feature too ! is there a beta ?

JANSAULT
Participante

HEllo,

We'd like to be able to have one contact associated with multiple companies in Sales CRM !

CalebWarner
Miembro

@jeffvincent Some quick feedback on this new Beta.

First, I wanted to make a contact the "Primary" contact on a deal, but I was not able to create that association label using the word "Primary", but rather was given an error code.

Second, can the association label show like it shows on the company association? It is kind of hard to see "Decision Maker" in that fine text. I'll include a screenshot as well.

Screen Shot 2022-02-22 at 4.35.09 PM.png

RAP_ELISA
Participante
Yes,
We have installed the beta and use it to do what you are looking for.
LWarren5
Participante

Hi, 

 

I have a few customers who use 1 email address but have multiple accounts 'companies' that I email them regarding. We had to get a Beta version of HubSpot to facilitate that. 

 

I'd love to be able to set up some marketing emails that allow me to select the client email address, and then the associated account/company I am writing to them regarding.  This way I can use personalization tokens to populate the detailed information that's relevant to them within the email. 

 

Does anyone know if this capability is in the pipeline? My workaround is growing in complexity and is increasingly inefficient. 

 

Anyone in the same position? Or have any updates on how this Beta is coming along?

 

Thanks, Lea-Anne

tkese
Miembro

@LWarren5 I jst wanna support your idea, we would appreciate it as well.
It would be great for us to get some visibility on the pipeline of the whole Multiple Associations project - which features are already planned and we can count one them coming.
HubSpot, would it be possible to find this information somewhere?
Thanks

LWarren5
Participante
Yes - that would be great, I have been told a few times by my account manager that this capability is in the pipeline, but it's quite pressing for us, and I don't want to keep asking her, so visibility of some delivery schedule would be a huge help.
DKitson
Participante

Completely agree with the feedback from CalebWarner. The fine text doesn't help, especially for a new feature. 

 

 

nodell
Miembro

Currently using in beta and it works well so far.  With large multi-national companies, employees often represent multiple entities within the corporate structure.  I also love that you can list a primary and secondary.  Any activity on that contact reflects in both companies unless you manually change the associations.  Loving it!