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 Comentarios
Colaborador distinguido

This has been developed and has been working in beta for a long time. I am unsure why this has not been moved into the production environment.

Visitante

It is ridiculous!   Has destroyed data integrity within our SF enviroment.  We have many accounts that share Contacts / emails and this is just not an option with HubSpot (currently).  Have yet to be able to get the HubSpot Selective Sync 'workaround'  working too.  Seems as if the API bypasses all security features in SF, including sharing rules when all else is locked down!

Colaborador habitual

We need this functionality please. We have many contacts that work in different organisations across general practices, hospitals, part of various community and advisory groups etc.

Nuevo colaborador

Please add this feature, we need it too. We just started to test the free edition and this is almost a NO GO for Hubspot.

Colaborador ocasional

We have a business model where a contact needs to be associated with both their own company but also the distributor responsible for the territory.

Colaborador habitual

Very interested in this, and would like to have this - crucial for our data integrity.

This is very common for our contacts to be managers are multiple companies.

Nuevo colaborador

We're a B2B using HS for the past year, and need this capability as well. Many of our contacts are tied to different entities that we do business wtih. 

Colaborador distinguido

+ 1 we really need this

Visitante

agree, much needed functionality 

Colaborador ocasional

Hi, for information 'Related companies' feature does not associate a contact to a company, i.e.: It doesnt replace 'Association' feature. 

Is the feature 'Association of a contact to multiple companies' planned on the roadmap? Brigad.co needs this feature to well track all the engagements of a contact per company. Today we can't. Emoticono feliz

Nuevo colaborador

+ 1

Colaborador ocasional

Yes, this would be useful also to manage contacts that have changed companies. 
We deal wit real estate agents and they change a lot. 
Also clients, that could be of use.

Colaborador ocasional

Hi,

we are claims management company, so one client might have multiple different claims against different airlines.

in our case, it would be useful to have the ability to assign passengers to multiple companies.

to be able to track all claims communications in one place.

and also sort this communication:

- incoming from airlines regarding this person claims and

- communication with client directly with us.

Colaborador ocasional

Has this feature been added yet? Seems like there is a lot of support for it. Personally we need it as well. 

Colaborador distinguido

Hi there, 

 

possible to relate contacts to companies thru APIs? 

 

 

If yes, can someone point me toward the right documentation? 

 

Thanks

 

Riccardo 

Colaborador ocasional

Hi Ricardo, 

Please find here the link that helped us!Emoticono feliz

Colaborador distinguido

Hi there, 

 

thanks a ton, but there is nothing about relation!

 

Correct?

 

 

Nuevo colaborador

We're also working with freelance contacts that are working at different client companies.

 

Right now it is hard to keep track to who work where.

We've apply to the beta and it looks really promising.

 

Please push it further to an actual feature

Nuevo colaborador

I need this too please!

Nuevo colaborador

@jsg121 I signed up for the beta a few days ago, but have received no response and can't find anything that would indicate we have the new feature to test. How do we see if we have access to it?