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
Benoit88
New Contributor

This is crucial for us. We deal with clinics that have multiple contacts within the same clinic (company) and we sell to them directly or by dropship througt one of our distributors. A lot of time I need to be able to associate some of my contacts to their own company (clinic) and also associate them to the distributors they can also get our products from.

Need this ASAP.

 

Thank you,

Benoit

jabbar1959
New Contributor

+1 for this!! we really need this in our current company

 

thanks!

TarynR
Regular Contributor

@jsg121 We are working with a client that has this beta active and would love to understand what additional functionality is on the roadmap for this feature and also if there is somewhere specific we can give our feeedback on the feature.

 

We are specifically wanting the ability to import contacts with multiple associated companies and also have the ability to segment contacts based on the related companies they are asscoiated with. It would also be good to have related company info exposed in the workflow tools. These things are crucial for this feature to be a workign solution for this client.

 

Thanks

Taryn

felix-provi
New Contributor

This would be great! We could use the company as our partners with our clients acquire services. But every user can uses more than one partner.

swhit
New Contributor

This is so important for us - any time frame yet?

Thomas_BBike
New Contributor

Hi  @jsg121 , with regard to the beta "Associate one contact to multiple companies": Is the option planned to modify the pre-set seven roles (advisor, board member, contractor, manager, owner, partner, reseller) individually? 

 

Basically, the option as realized in the beta is already great. If I could modify the roles an name them as we use them in our business, I could use it even better. 

 

Hope to get some positive feedback on this from you!

Best, Thomas

krispag
Esteemed Contributor

@Thomas_BBike I have been asking for this. The contact related role property should be customizable. I also do not understand the logic of a limit to a single directly related contact and multiple indirectly related contacts. Why not just have contacts period, all in one card? Here are all the contacts related to X company record. It is impossible to explain to users that they started with a limit of one contact relationship to one company, and now we have beta, and instead of retooling the database, it was easier to add a new table. It is less than efficient design.

GChris
Occasional Contributor

How's everyone that needs this feature get around this at the moment? Is there another solution that works?

khamer
Occasional Contributor

@GChris I have it in m instances.  Have you requested it get turned on for your hubs