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.

343 Replies
MonikaS
Contributor

Needing it badly, waiting for the updates

openspaceranger
Participant

There's actually another really important use case for this feature where everyone needs it: for history. Even if a contact is no longer associated with an organization, it would be nice to have an association for history. On that note, it would be nice to have start date and end date fields for this contact and organization relationship.

crhobx
Member

Please add us to the Related Companies beta feature if this is still open.

JFinestone
Member

Would also love to be added to the Beta if possible. 

rightutility
Participant

ASAP  please. Can we be notified on the beta in hubspot itself. Lot of pain without the feature.

AWong2
Member

Would love to be a part of the beta please! Nowadays people are associated with more than one "company", it's beneficial and important to capture this information for sure.

jakmac
Member

We would be very interested in this feature as well, given that many of our clients manage multiple companies/entities. Currently working on building a workaround right now, but would much prefer a native solution/option to handle this.

MonikaS
Contributor

@jakmac Could you please share with us what is the work around?

bethany_wolfe
Member

Any updates? This functionality is crucial. I'm actually losing partner buy-in on the Hubspot platform as a whole without this function available. It's crazy that this is not rolled out yet. PLEASE let us know as soon as the beta is ready. I need this yesterday.

MMorini00
Member

Same thing for me please send us the beta link. How can this feature be in beta for about 1 year?

Wallace
Participant

The ability to link one contact to multiple companies is important for us.

 

Especially the concept of a start and end date for the relationship to track previous companies a contact has worked at and when.

 

Or.. is ther already a 'history' button that will show the movement of a Contact from one Company to another?

 

And if there is a concept of 'history'.. can it be imported?

chimakurthy
Member

this is a must needed feature to avoid explosion of contact creations

CStevensDever
Member

This is a key feature that our team needs as well - We need to reflect 3rd party consultants and implementation specialists as associated with multiple deals that we have with customers from a target organization. Please include in any future betas and notify upon implementation.

Renze
Member

Really really really looking forward to this feature. Crazy this still isn't available. Please update on any updates regarding this topic. 

KHill7
Member

Hi There,

Are there any updates on this?

It is frustrating not being have contacts against multiple companies, particluarly in a parent/child company set up.

MyMy_Was_Here
Participant

This would be super helpful if this was a functionality. Our business has a lot of advocates since we work with Non-Profits and a lot of the time there is a contact (lead) that is associated with both organziations and they are THE main contact for us. and our client. My workaround is adding their email address as an additional option but that is not enough for our insights. 

Jaimem
Member | Platinum Partner

Hello,

 

I find myself in the same need for several clients who requested this functionality.

How is this functionality currently? Is it already published or in beta? If it were in beta they could invite me. Thanks a lot.

MWhyte
Member

This would be very important for our company as well - would be very interested in the Beta Test.. 

CIngram
Member

We have hundreds of contacts that are associated with different Companies. At the moment, I have to choose which Company to import to HubSpot which means lots of my customers cannot be added. This is a major problem for us. If HubSpot wishes to operate at all levels of the market, not just enterprise, then this fix needs to be given priority.

Bryantworks
Key Advisor

Would greatly appreciate this!  Several of the clients that I work with are actively waiting on a feature like this.