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
H31
Member

Me and my company are looking for a new CRM. Hubspot seems great, but with this feature missing we will have to investigate other options. We work in an industry with many consultants who represent different companies. Our CRM system needs to make it easier for our sales staff to see relationships between companies and follow up important contacts who are representing several companies simultaniously. I urge you to finish this feature as soon as possible if you aim to convince new customers. In our case, we would like a heads up on when we can expect such a feature in hubspot.

jessicafaulkner
Member

This is a brilliant idea, and critical to how our business functions. This will enable us to get the most out of HubSpot!

terho
Member | Platinum Partner

Any news on how this is proceeding? It has been "In planning" for a while....

 

Terho Norja

Roger Studio 

DaveE
Participant

This would be very useful for us too - please, implement this functionality!

terho
Member | Platinum Partner

Hi,

Is there any progress or even hope that this feature is implemented some time?

 

Best Regards,
Terho Norja

terho.norja@rogerstudio.fi

Roger Studio Oy

DBowers3
Participant | Partner

HI Folks,

 

We've been using the Beta for a while. It allows us to associate contacts to 'related companies'. Although we are unable to change the contact role labels (Advisor, Board member,Contractor, Manager, Owner, Partner, Reseller). Ask your HubSpot account manager to enable this feature (Professinal or Enterprise may be required).

tlpaul
Member

We tried the beta, but it doesn't allow for true branch functionality.  We gave up and went with Salesforce, which aside from Zoho, was the only platform that could support this on both the CRM and Marketing sides.

Saori
Member

This function is necessary.

Because we want to limk the informartion of Business Partners and the end users.

terho
Member | Platinum Partner

@DBowers3 does the Beta allow you filtering the contacts using Company information from "related company"? That is the critical use case for us

 

BR,

Terho

jennifer_AB
Member

This is a huge issue for us - we are in an industry that relies heavily with consultants, advisors, dealers, brokers, etc. who often are the point-of-contact for multiple businesses we deal with, and which are not related at all. 


Without having that contact associated with multiple accounts, we also lose all email communications on the company level, which is awful - it's already hard enough that Hubspot doesn't pull from the email server, but requires the contact to already be associated with a company before the email history is logged on a company level.

 

This is a crucial aspect of our business as our weekly analysis also requires the companies be separate. Considering there aren't any current workarounds, either, is quite worrisome (and frustrating).

JuliaArtBinder
Member

This is super important to our business! We work with many people who act as advisors as well as collection managers and need to associate them to multiple accounts.

 

Thank you!

DennisCooley
Member

Much needed feature.  One example in my scenerio is a CPA who ownes their business but does work for/with several businesses that I also do business with.  I need the CPA contact (in this case) to be associated with multiple companies. 

KennethW
Member

This is critical. I cannot believe this does not exist in this CRM product.

yoni_trumper
Member

In our case, companies could be universities, research institutes as well as scientific journals and publishing houses.

A single contact (a scientist, Prof./Phd.) Could be a relevant contact to a few of those.
He could be working as a Principal Investigator (Research) in a Research Institute, and as an Editor or Chief editor on several Scientific Journals.

In our industry, it is common that they use the same email address (the one from the research institute) for all of their activities across companies.

Lo35
Participant

Hello,

 

We start working with Hubspot, but this is a big problem to work.Smiley Sad
We are in B2B2C with independant workers (contact) who work up to 8 of our partners (company)...
We are on free formula, we are waiting for the possibility of associating a contact with several companies to be possible to add paying formulas.

DennisCooley
Member

Not that it helps in all scenarios, but I have found that a single contact can be part of multiple deals - even if the deal is associated with a company that they are not an associated contact.  The contact still cannot be associated to multiple companies alone, but the multiple deal association helps.  I'm new to this discovery and it seems to have helped us some in the sales cycle.  Not sure what I'll do in the service cycle until this association is more flexible.

raylawrence
Participant

+1 We havea number of commonplace i.e. not edge case scenarios where we need this.

Lo35
Participant

You are right @DennisCooley. But in our case, we search wich contact we will solicit for one company.

Daniel_Straub
Member

pleaes implement this feature. absolutely crucial to be able to manage contacts.

Christelle
Member

I would like to be informed about this feature : we desperately need to associate contacts to their company on one hand, and to possible local collectivities they are working for.

Thank you !