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
timofverberg
New Contributor

+ 1

ericchatry
Occasional Contributor

Yes, this would be useful also to manage contacts that have changed companies. 
We deal wit real estate agents and they change a lot. 
Also clients, that could be of use.

AirAdvisor
Occasional Contributor

Hi,

we are claims management company, so one client might have multiple different claims against different airlines.

in our case, it would be useful to have the ability to assign passengers to multiple companies.

to be able to track all claims communications in one place.

and also sort this communication:

- incoming from airlines regarding this person claims and

- communication with client directly with us.

MathiouServices
New Contributor

Has this feature been added yet? Seems like there is a lot of support for it. Personally we need it as well. 

RiccardoPisani
Esteemed Contributor

Hi there, 

 

possible to relate contacts to companies thru APIs? 

 

 

If yes, can someone point me toward the right documentation? 

 

Thanks

 

Riccardo 

apollinesentucq
Occasional Contributor

Hi Ricardo, 

Please find here the link that helped us!Smiley Happy

RiccardoPisani
Esteemed Contributor

Hi there, 

 

thanks a ton, but there is nothing about relation!

 

Correct?

 

 

rberrada
New Contributor

We're also working with freelance contacts that are working at different client companies.

 

Right now it is hard to keep track to who work where.

We've apply to the beta and it looks really promising.

 

Please push it further to an actual feature

grantattwood
New Contributor

I need this too please!

aminco
New Contributor

@jsg121 I signed up for the beta a few days ago, but have received no response and can't find anything that would indicate we have the new feature to test. How do we see if we have access to it?