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.
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.
Thanks for the update; the video describes a promising feature. Is there any information on how this will affect the REST API? I'm speculating that it won't make too much difference, except for the extra "association label".
Is there any reference information on REST API changes? I.e. how to retrieve/set the "association label"?
Would next be coming multiple companies association to deals? Or if you attach a contact that is assigned to multiple companies, that happens automatically?
Does this functionality have an impact on the ability to associate multiple companies to a deal? Our customer base is in healthcare and we have many organizations that are associated with a single deal, but the inability to make the association at the CRM level has caused operational challenges. Thanks!
Hi. Thank you so much for access to the beta. I was super excited about the functionality until I discovered that only the primary company can be used in lists, workflows and personalization. In order for this to be usable for our company, I need to be able to associate in workflows and email personalization any of the associated companies. I guess as a workaround, I can change the primary company as needed, however that's kind of a pain. Are there any plans for expanding the use of associated companies to workflows and personalizations?
I second the need @AAM voiced. For us it would also be crucial to use every connected company, not just the primary one. Are there any plans or ideas to expand to that?
Yes, we are a company selling both direct and via channel. We need the ability to link one channel partner rep to multiple deals in the pipeline. Any update on when this feature will be going live for all HubSpot users?
With that in mind, it would also be helpful to:
Associate more than one Deal with a Contact record (partner's Rep could have more than one deal in the pipeline)
Associate more than one Company with a Deal record (customer's Company and partner's Company)
Associate more than one Deal with a Company record (we actually have enterprise customers where we are doing business with several departments within the company and therefore, need to be able to link the company to more than one deal at a time)
Just seen this update above but unfortunately @jeffvincent & @KyleJepson I feel that you have missed the need of lots of the community. This is focussed on Multiple Companies for Contacts, whereas I feel the community request was for Multiple Companies - labelled - but assigned to one deal...
So you can include the actual company that you are selling too, maybe a partner, and then maybe a further third party that also relates to the deal. Managing these via dropdowns, that need to be updated regularly and dont link back to a compnay record is a shame.
@SKelly8 -- Sorry for the confusion! This thread is specifically about being able to associate more than one company to a contact and label those associations. We recognize that the same functionality is needed for deals. It's all part of the same project. We're going to get associations, labels, etc. right with Contacts-Companies first and then figure out how to expand that functionality to Deals-Companies (and other places!)
