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
Cameron_Smith
Participant

We certainly would like to be able to associate Contacts with more than one Company -- they may work somewhere and own another company, or have multiple jobs.  Just like with multiple emails, let us associate multiple Companies, but then select one as Primary.  Thank you in advance!

GChris
Participant

@Cameron_Smith

 

Hi mate

 

You can do this in the Beta, contact your account manager and ask for access.

KateElizabeth
Contributor

omgosh! Thank you Cameron!

joakimt
Member

We need this feature. In Norway where we are based, some times several businessunits share a Company entity. And some times the Department of a company is its own legal entity. Most common is that a small business owner has one company per business venture and a company that owns them. I have one contakt i want to assosiate with 8 companies.

Palmaricciotti
Member

Hi all, I suggested this idea a long time ago and 43 individuals have supported this idea, the support ranging from "would be very handy to essential to purchase / continue with the product". How do we get Hubspot to implement this. There is simply no reply from them? Does anybody know how to get some action? Robert

wrayclark91
Participant

We are using HubSpot for college recruitment and this is essential to connect a potential student to their high school, church, club, org, etc. Has HubSpot made any official comment about this?

gelflex-cc
Recognized Expert

@DBowers3 I have companies with duplicate contacts as well.  I love the idea. 

calebwhisman21
Member

Agreed. If your clients works with more than one company/ vendor throughout their deal life, you'll want to create that  company-client relationship for tracking analytics and easy access

CargoBot
Member

WE NEED THIS!

WilliamMeeks
Participant

Having the ability to create additional objects would satisfy this and other areas where the platform is limited.  Example, associating deals and companies with additional salespeople, account managers, referral partners, or other associated contacts - currently, you have to create several additional static or user fields to accommodate.  This "workaround" makes the visual interface look crowded and less intuitive, and with the limited reporting, this is not a clean process to show in dashboards either.

AdvMedical
Member
We work with orthopedic surgeons who work at multiple hospitals. We would like the ability to associate the surgeons with all of the hospitals they are affiliated with.
stjan
Member

Essential and logical requirement!

krispag
Top Contributor

UPDATE:

 

This has been developed and is currently in BETA testing. Be on the lookout for upcoming release.

gelflex-cc
Recognized Expert

@krispag Can you provide any more detail on functionality? Specifically how information will be shared with the companies? Thanks,

DBowers3
Participant | Partner

So, this functionality has been in 'beta' for more than a year. You can request access from your HubSpot rep. Although the functionality is limited (you can't change the labels), it does allow you to see related parties to a 'deal' and note outside consultants to companies and related companies. 

Screen Shot 2019-02-04 at 12.32.45 PM.png

j-citycatering
Member

This would be incredibly helpful - we have many contacts that are attached to mulitple companies, and need to see this association, and store emails accordingly. 

tinab
Member

This is a much needed feature and would make our lives so much easier. 

 

Hope this idea makes it to the top voted 'new feature'. 

 

  

Fraser
Participant

This is a must for us, especially with our smaller customers, they often purchase from us for a couple of different businesses

Jenny
Participant

We work with smal business owners who often own more than one business or are full-time employed with a different company. The opportunity to associate multiple Companies with the same Contact would improve the way we manage data and we need to have this rolled out.

ChW
Participant

Yes please. This will be helpful. Also in the field of consultancies.