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.

 

UPDATE from @JoeMayall: If you would like to be ungated for this beta, please fill out this form

HubSpot updates
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.

changed 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.

changed to: In Planning
Oct 18, 2017

224 Kommentare
Mitwirkender

yes,  neeeeed to associate contacts to many companies please

Neues Mitglied

Hi there, a news? It is important for meny hubspot users. 240likes and I found two years old messages!

Mitwirkender

We would need this in the Marketing Hub as well. Is this available yet?

Trendsetter

@Carolyn1 It is my understanding it is currently a paid feature.

Mitwirkender

i keep asking support and get the same answer - no this is not available at this time  -  we like many really need to associate contacts to multiple companies.  the software is limiting without it

Spezialist

As many have repeatedly stated, it is available and working, but you must request Beta access from your success manager.

Berater

Still looking to get this feature! Upvoted!

Neues Mitglied

Yes! Our company needs this feature.

Berater

Absolutely. There are several Contacts I have, working for different companies. Would be very useful to have this feature.

Trendsetter

@DBowers3 

@jennysowyrda 

 

There are a lot of people behind this idea which resides in the planning stages. I am concerned about the actual implementation of execution.  I have multiple people associated with 20+ businesses.  I need to understand how multiple relationship components will play out.

 

For this example, the company names are not important just easier for me to map out.

 

Jenny, Courtney, Kyle, and Jorie work at HubSpot. 

Jenny and Kyle also work with Microsoft.

Courtney and Jorie work with Apple.

Kyle has a project with Acme.

Jorie has a project with Amazon.

Jenny has a project with a separate division of HubSpot.

 

Now for the questions:

-How is everything connected?

- Does this open the door for Apple, Acme, Amazon and the separate division of HubSpot to see everything else their contact are working on with other companies? If so, what are the pros and cons?

- What happens to the connections if the contact leaves the initial company and goes to work for the secondary company?

 

Ideally, I would like a way to keep contact information specific to that contact and have to assign the company for details. However, as I type this out, it seems to make things more complicated and less automated. 

 

SO....in the planning stage, what is being proposed?  What is being considered? Is there someone else (outside of HubSpot) who does this well? If  yes, could what they are doing be used as an idea board?

 

 

 

HubSpot Produkt-Team
HubSpot Produkt-Team
Status aktualisiert zu: In Beta

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.

Berater

I also think that being able to associate one contact with multiple entities makes sense.

 

I also would like to see the ability to tell HubSpot "Send an email to this person, but rather than updating the CRM contact properties, just use the properties in this list I have uploaded".

I would like to see the ability to upload to a static list with a checkbox that says "use the fields in this list for email personalization, not the CRM, do not update the CRM from this list".

That way, when I upload a list with champions/consultants/evangelists, whatever type of contact has more than one entity associated with them, I know any personalization will be based on what is in that particular static list and not what is in the CRM.

Sachkundiger

Regarding being "ungated for our "Related Companies" beta feature, how many secondary companies can be added to a contact record if this feature is ungated?

TIA

HubSpot Produkt-Team
HubSpot Produkt-Team

Hi @kevinelite , the limit is 10,000 related companies.

Sachkundiger

Thanks @jsg121 

Berater

This is a big problem with us. We work with farmers who have to split up their business into multiple names simply because they have large amounts of acreage in different cities and counties and sometimes states. We have the dilemma on almost every deal we create - which most of the time necessitates re-assigning a contact to a different company. But a lot of times the deal affects multiple companies . . . so the deal doesn't reflect what is actually happening.

Berater

Hi,

This is really to be considered as the association of a contact to only one company is really a pain point.

Thanks

Alexandra

Sachkundiger

I definitely support this

Berater

There are many many instances where this is necessary. Our use case is a hierarchical org where a parent company has child companies, and some of the contacts are associated with multiple child companies (eg; regional managers, area vps etc.) and currently this is impossible.

Berater

I've sent an application to become part of the beta. 

 

This is important because people will work at a company (for example Dell) but then they come to us through a referral partner Acme Real Estate. It's an associate company, but they don't work there. We don't want to clutter up Acme real estate with all their clients they referred to us. 

 

We also would like to associate contacts with other contacts.