I’m Maggie the Product Manager for Associations at HubSpot. I'm very pleased to announce that this feature was delivered to all customers back in April of 2022. Specifically, you can associate a contact, deal or ticket to multiple companies. Apologies for the delay in updating you all here. If you're interested in learning more, this Knowledge Base article about associating records is a great place to start.
Thank you for all of your guidance and submissions about this need.
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.
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.
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.
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.
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.
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.
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).
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.
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).
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.
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.
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.
We start working with Hubspot, but this is a big problem to work. 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.
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.
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.
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