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 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.

Status updated to: In Planning
Oct 18, 2017

294 Replies
DigTrustBuilder
Member

Hello @jeffvincent,

 

Thank you very much for the update on this feature. There is a challenge when adding decision makers who are part of different boards. This structure is quite wide spread, and showing links between people and companies is especially important for decision makers.

 

Thanks,

 

DTB

ESOULAS
Member

Bonjour,

 

Il serait très intéressant de pouvoir attribuer à un contact plusieurs entreprises , c 'est la base pour lein de métier , comme pour nous , les agents commerciaux de marques de prêt à porter . 

Merci pour vos réponses.

M. SOULAS

ludvigaldrin
Member

Any updates on this feature?

MChandler1
Member

Thanks @jeffvincent , looking forward to this feature.

TSchipper
Member

Currently looking at a lead who has at least 3 businesses and very good and different reasons why all 3 of those businesses would interact with us.  Would be great to have all the companies in the system and all connected to him and a single contact record showing the interconnection.

oklingberg
Member

Hi jeffvincent 

 

Any updates?

FUghetto
Member

Any update? 😛

rightutility
Member

Hello Hubspot,

Can you please add it ASAP urgently, this is a basic feature. it's messing everything up in the system. Utmost priority, can you keep all of us in the loop with expected project finish date please?

danielrnorris
Participant | Gold Partner

Yes this has been a big roadblock across multiple clients. Especially in relation to fundraising where we use Companies for Households. Anyways look forward to this release!

GVartanova
Member

Hi @jeffvincent 

 
 
jj12stars
Participant

We need something more robust than the Parent-Child relationship in Companies. We have very complex relationships between companies. We work with franchise restaurant companies, so there can be many layers - corporate, companies that own multiple units, single-unit owners, and distributors who sell to any of the above. It would be great to tie all of these together. 

MatthieuL
Member

Any news ?

This really blocks us in the modeling of our customer base !!

TPorter
Member

Is this still in planning? It is much needed for reasons already expressed here. ETA?

TrujayJay
Contributor | Elite Partner

@jsg121 Hey there! Question for you:

I'm curious if when this feature is released if the SFDC sync will support mappings to this field. Meaning, if you have a custom field on the Contact object in SFDC that looks up to an Account, will you be able to map that field to the related companies in HS?

Also, any update in terms of timeline? Very excited for this!