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I’m Maggie the Product Manager for Associations at HubSpot. I'm very pleased to announce that this feature was delivered to all customers back in April of 2022. Specifically, you can associate a contact, deal or ticket to multiple companies. Apologies for the delay in updating you all here. If you're interested in learning more, this Knowledge Base article about associating records is a great place to start.
Thank you for all of your guidance and submissions about this need.
Hey all, happy to report this functionality is now in public beta. To review the updates and see how to opt your portal in to the updates, please head to this post. This will also be covered from the big stage at INBOUND, so there's even more to come here.
This has been a long time coming, I so appreciate all of you sharing your use cases and upvotes. We review them all, and it has a big impact on prioritization. Looking forward to your feedback on this release.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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 .
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.
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?
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!
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.
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!
I have found this somethng that is increasingly frustrating since the pandemic, with lots of contacts picking up additional work or a second job. While people may have a different email for each company they work with, they are the same person and being aware that they are a contact for more than one company we work with is valuable...
I was thinking that, we can associated multiple emails with a single contact - and while it would be nice to associate multiple companies with a contact - it would also be valuable, in the case of someone using more than one email, to select which email is associated with which company. But also, to have the option of associating a single email address to both, in the cases where that scenario might be relevant.
I understand this feature may come into affect in the near future, but it is just a possibilty. I am adding my request to make this a feature of Hubspot. Our company relies on important data as such, and it has been a hinderance without it.
I'd like an update too. I've commented previously on this and agree with others that the inability to associate contacts with multiple companies is a true hindrance.
For us, we have many companies owned / managed by the same people. Also work with many consultants.
Getting a lot of complaints from my team because we use HubSpot in our Sales and Service departments as well.
Every other day someone asks for this feature and iIt continues to gain upvotes. It has been around for approx 4 years, with various status changes over that time. The most recent update was about 6 months ago saying "We're focused on getting this updated functionality to you soon. Stay tuned for updates."
Can we please get a response from a HubSpot representative on current status?
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