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 companiesHubSpot Product Team
10-22-2019

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 companiesHubSpot Product Team
10-21-2019

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 companiesHubSpot Product Team
10-18-2019

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 companiesHubSpot Product Team
04-26-2019

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

Associate one contact to multiple companiesHubSpot Product Team
changed to: In Beta
04-11-2019

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 companiesHubSpot Product Team
changed to: In Planning
10-18-2017

199 Replies
HubSpot Product Team
HubSpot Product Team
updated to: 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.

cyclechris
Occasional Contributor

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.

kevinelite
Regular Contributor

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 Product Team
HubSpot Product Team

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

kevinelite
Regular Contributor

Thanks @jsg121 

cottley
Occasional Contributor

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.

Alexandra
Occasional Contributor

Hi,

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

Thanks

Alexandra

Emmanouil
Regular Contributor

I definitely support this

kelseygalarza
Occasional Contributor

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.

RocketDollar
Occasional Contributor

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.