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
Apr 28, 2021

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.

340 Replies
Silq
Participant

This is hugely relevant and qite importantfor our company. Would be appreciated if it was added.

jochsner
Participant

Please, this would make life much easier.  

 

Thank you.

CPSMP
Member

This mut be escalated far past Planning Stage.  The inability to do this has absolutely crippled our ability to use the system properly.  We are a service organization that works with business owners of all sizes.  Many of those individuals own several companies.  Not being able to associate the Owner to their Companies, and their respective Deals is incomprehensible.  

jefftheshoppad
Member

 This is an essential feature for our organization's successful adoption of Hubspot.

MichelleCardin
Participant

This would be a great feature when working with freelance designers or small design firms that work on multiple accounts that our company prints for. 

KateElizabeth
Contributor

Yes! We have been struggling with the best way to do this for a long time. A person can own more than one buisness, but we dont' want duplicate contacts. Please fix!

Crispin
Member

This feature is greatly needed. My company deals with many serial entrepreneurs, directors or CEO's with multiple businesses. 

We have one client that owns seven businesses, three of his businesses' clients are in various stages of the sales cycle. 

A great many CEO's that we deal with have at least one other business on the side or serve as director/advisor for three or four others. There is no easy way to track them as they are only associated with a single company, and because Murphy's law is at work, it is never the company that we actually have a proposal out with. 

Agree with the others - we also have partners that send over multiple projects.

A company can be associated with many (non-child) companies.
A person can be associated with many companies. 

I guess in many industries this is not an important feature, but when 75% of your audience is tech entrepreneurs - it becomes important in a hurry. 

 

ekg
Participant

This would be a critical feature for my company.  Can't really use hubspot without it.

DavidPower
Participant | Partner

Essential for many of our clients and for us. It's a common scenario and something needed. Is there any eta on this? 

luc_tschumper
Member

 We need this!

tpetdoctor
Member

This is a critical feature for my organization. Not being able to associate contacts with multiple companies is the reason I decided not to migrate to Hubspot.

tomwright1982
Participant

This one a massive issue for us. We are just a normal SaaS company, but often have a situation where one customer is associated with multiple companies. It means we cannot automate anything around things like account cancellations, as there is no way to know which company the action is referring to, so it's all manual.

 

Is this being looked at at all? Seems like a major flaw for a CRM?

DBowers3
Participant | Partner

Try contacting your account manager. This was in Beta testing last year and could be available. There was no way to edit 'relationship' field lables though. 

DelRoss
Participant

This is a big deal (obviously).  Wish we had known of this limitation before implementing.  Might be a deal breaker.

KCocanow
Participant

This is vital!

In our case, we work with schools. We want the contacts to be able to connect to the school specifically but also to their parent company, the school district.

krispag
Top Contributor

I could not agree more. There is no need to create a parent company, if not only for this purpose, if there is actually not a parent company. 

terho
Member | Platinum Partner

Hi, 

 

This has been in "Planning" for quite a while. Are there any information by Hubspot what are the plans at the moment? Is this going to be implemented? 

 

Many crm applications have had this design flaw in their early releases 

 

BR

Terho

samppakaartinen
Participant

 This functionality really needs to be added as soon as possible. Please and thank you!

KevinSD
Member

This is a criticle function for us. This feature also needs to include changing it via the API, like by making use of the CRM Acciciations API or include it in the Companies API.

 

Can you guys give any update on the status of this feature?

krispag
Top Contributor

Hopefully the more individuals that continue to upvote and comment will garner attention by the developers. This lack of basic functionality is throwing a monkey wrench in our implementation. These little, but hugely important, anomalies are what they do not make clear during the pre-sales demos.