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

HubSpot updates
Associate one contact to multiple companiesÉquipe de développement de HubSpot
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.

Associate one contact to multiple companiesÉquipe de développement de HubSpot
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.

Associate one contact to multiple companiesÉquipe de développement de HubSpot
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. 

Associate one contact to multiple companiesÉquipe de développement de HubSpot
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.

Associate one contact to multiple companiesÉquipe de développement de HubSpot
Apr 26, 2019

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

Associate one contact to multiple companiesÉquipe de développement de HubSpot
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.

Associate one contact to multiple companiesÉquipe de développement de HubSpot
changed to: In Planning
Oct 18, 2017

216 Commentaires
Nouveau contributeur

Loving using this feature in BETA - it would be useful to be able to edit the ROLES for the additional company. 

 

Alternatively to add an additional field - PREVIOUS COMPANY - as I am using the field to identify the previous company where the contact worked 

Nouveau contributeur

This is a real pain point for B2B business as much for Sales as for Marketing Automation.

 

 

Contributeur occasionnel

Is this actually in beta? How can I get this?

Nouveau membre

I have a deep need to be able to asign multiple companies to one contact's name.

Many of the investors and business owners I deal with own way more than one company.

Would love to see this feature added as soon as possible.

Contributeur occasionnel

Hi, we are sorry but we do not understand the difference between: 

- "Company" and "Related companies" ;

- "Contact" and "Related contacts".

Could you help us please? Thks Smiley heureux

Contributeur de premier rang

I truly wish HubSpot would do away with Related Companies and Related Contacts, and treat them all as a singular relationship...just like deal relationships.

 

Would be ideal to move towards the following logic:

 

1. From the Company record, display a single Contacts card that shows all related contact names and their respective relationship to the company viewed.

2. From the Contact record, display a single Companies card that shows all related company names, and the contact's relationship to each respective company.

 

It is so confusing for our users to differentiate Company vs Related Companies, and Contact vs. Related Contacts.

 

Contributeur occasionnel

I agree!

Nouveau contributeur

This is standard in CRM systems. I have a contact who owns multiple companies. We must be able to add two companies for one contact!

Nouveau contributeur

This is very limiting.  Needed on so many levels. What happens if one person owns more than one company?

Expert résident

@jamiefritz I thought I wanted one person and then their multiple companies, but I don't. There may be changes in one company and not another. Each of my companies has an account number which goes at the end of the company name and the end of each contacts last name. For mutual items, they are all tagged but things that only apply to a specific company stays there. 

Visiteur occasionnel

I can hardly imagine many companies working efficiently with Hubspot CRM without this feature.

In a business environment where more and more people are working for/with multiple companies.

This feature is a MUST HAVE!

 

We just switched to Hubspot a few weeks ago, we never anticipited this feature not being a CRM functionality. 

Seriously will consider changing again is this is not implemented.  Please hurry Hubspot. 

Chris

Nouveau contributeur

This is super vital as we work with dentists with some opening up second accounts for other ways of taking payments or they open up multiple practices through a partnership. It would be nice to be able to pair the contacts to multiple accounts without losing anything.

Contributeur occasionnel

This would be a good feature to support health and medical business where doctors will often work between different locations.  

Some exmaples mighr be a doctor who works for a practice across a number of different clinic locations or a specialist who might work and consult across a number of different practices and clinics 

Occasional Contributor | Platinum Partner
Occasional Contributor | Platinum Partner

Hello, this is absolutely needed.

Nouveau contributeur

I see that a lot of people have requested this feature (I would find it useful also), but HubSpot hasn't added it yet (after 2 years!).

 

In the meantime, what is the suggested workaround?

Nouveau membre

This is essential to our business.  We deal with people every day who are the POC for multiple locations - sometimes  2, sometimes 5, 20 or even 100+ locations.  We need to be able to associate one contact with multiple companies.  I assumed this was always happening when I clicked "add another contact" at the company level, just as it had in our previous CRM.  It was shocking to me to find out today that every time I've added them to the new company, it removed them from the one they were previously attached to.

Nouveau contributeur

Yes, please. In our field (Libraries) and context of part-time jobs, we have contacts that need to be associated to several companies which are not related (no parent/child relationship). I can create several deals but it is not the same as associating a contact to several companies.

Nouveau contributeur

Definately need this feature for contacts who work across two organisations - really surprised this feature is still not enabled!

Nouveau contributeur

Working with Salons and Barbers this is very important.

 

I see that it has the beta tag "Current: in Beta" any idea how long has it been in beta, Or when this could finally be released? Any updates would be greatly appreciated

 

Our current workout is not working for us. I had to create 3 properties on the Company. contact_name, contact_phone, and contact_email This seems to be the only way. Our sales are having to copy-paste emails into email boxes and so on. Very dirty workaround. Creating parent and child companies messes up our service team, Not w workaround that is possible for us Smiley triste

 

Pls, give us an update on what the status is Smiley heureux

Nouveau contributeur

16 pages of requests, gotta make this happen.