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
2 weeks ago

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.

331 Replies
LukeAvery
Member

+1 for this feature request.

AMichel4
Member

Yes I absolutely need this as well (working with Doctors who work in Private Practices and Hospitals). When will this be available?

 

imghubspot
Member

This is REALLY needed for us too

olivierm
Member

=> Status updated to: In Planning

Hi

@jeffvincent 

Any update on this topic?

 

My problem is the probably the same than lots of colleagues here:

  • A customer (= 1 company) has multiple locations. The product I sell is location-specific.
  • For now, my idea is to create a child company per location (not ideal, but I have no other ideas for now).
  • Sometimes, I have a contact dedicated to a single location (thus, in my case, to a single child company).
  • Sometimes (let's say: more often), I have the same contact that deals with multiple locations (thus, to multiple child companies).

 

So, 1 contact associated with multiple companies would really help (1 contact with multiple related companies could be enough for me).

TDart4
Member

+1000 for this. 

@jeffvincent any updates please? 

 

olivierm absolutely nailed the scenario we need to handle in our business. We're a SaaS platform selling a solution to hospitality businesses such as cafes and restaurants which are almost equally split between 1:1 and 1:many type structures when it concerns contact:company relationships.  

 

We really need this. 

oklingberg
Member

Ping @jeffvincent & @jsg121 

 

We are on the way implementing Hubspot and a signal on where this is heading would be very appreciated 

 

Best

JFinestone
Member

@jeffvincent another +1 for @OliverM's description of the challenges here.

 

It's been 4 years now with an open ticket that's critical to staying organized as a business across virtually all industries. 

 

Can you provide at least an update on timeline? Without a window into the rollout we're likely to move over to Salesforce. 

 

Thanks

PStonemetz
Member

Along with all the others awaiting this feature; We need the ability to associate 1 contact with multiple companies.  I assume this feature will carry over to child companies as well? 

 

Please keep us updated.

jeffvincent
HubSpot Product Team

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.

olivierm
Member
Hi @jeffvincent
Great news!
Is this feature likely to be delivered in Q1.21, Q2.21 or later this year?
All the best,
Olivier
laurae
Participant

Yes! I can't wait for this. We've been needing this feature. When can we expect beta release?

 

claude191
Member

Hi @jeffvincent,

 

Thanks for the update, however just saying "wait" doesn't tell us anything new.   You said basically the same thing in October -  which is a long time between drinks.

Can you at least tell us which YEAR this feature is planned release?

 

Thanks,

 

Claude.

 

Bob2245
Participant | Platinum Partner

Replying to be notified when this goes live. Have a couple of clients who run into this and I'm running out of workaround ideas 😉

AMichel4
Member

Hi @Bob2245 

 

I am about to start thinking about workaround ideas. So if you have one or 2 to share, it would be great!

 

Kind regards

Alexandra

giuliocast
Participant

we are waiting for this new features too, it would be really useful for us

Inflectiv
Participant

We are also at the workaround stage given this limitation. I'd appreciate updates and invites to the Beta when ready please.

MG_Sara
Participant

Thank you for the update @jeffvincent !

 

I'm sure the process of developing and rolling out these updates is complex, but as some other users for mentioned, any sort of more specific timeline would be appreciated. If it isn't an official date, then perhaps a run down of the expected timeline? For example, private beta requires a minium of X number of weeks, after which a public beta is required to run for X number of weeks, etc. That could at least give us a window as to when we could expect the update to go live. I need to report back to my stakeholders on this feature and "it's coming soon" isn't really boosting their confidence.  

 

Thank you!

carlos_bSR
Member

Agree with @MG_Sara., having a date would be great. Thank you!

nicjones
Member

Hoping to see this in production soon!

rowens8
Participant | Gold Partner

Definitely need to be able to associate with multiple companies, especially for certain industries where a JV is common. 

 

Going through the child parent relationship is a bit confusing and ads an unwanted layer of abstraction.