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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 Produkt-Team
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.

Associate one contact to multiple companiesHubSpot Produkt-Team
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.

Associate one contact to multiple companiesHubSpot Produkt-Team
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. 

Associate one contact to multiple companiesHubSpot Produkt-Team
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.

Associate one contact to multiple companiesHubSpot Produkt-Team
Apr 26, 2019

Hi @kevinelite , the limit is 10,000 related companies.

Associate one contact to multiple companiesHubSpot Produkt-Team
changed 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.

Associate one contact to multiple companiesHubSpot Produkt-Team
changed to: In Planning
Oct 18, 2017

215 Comentários
SteveMatlick
Sachkundiger

Is there a bug currently with this feature?  We are seeing, when a contact is actually associated to a company it is also appearing in the Related Contacts section seven times - once for each of the seven pre-defined roles currently available.  

Thomas_BBike
Mitwirkender

@ErikGron - as far as I know, the current beta-version does not allow any changes. There are several requests set to  the development team yet as far as I know. I would prefer an option to change the pre-set roles myself. 

 

Cheers, Thomas

Thomas_BBike
Mitwirkender

@SteveMatlick  - yes, I have the same issue. It just seems as there were 7 contacts but in fact there is just one. HubSpot replied to me, this might be a problem in this beta-version and will be fixed asap. 

 

Cheers

Thomas

Hatchman
Berater

I like the idea of the presets but we should be able to use types of our own naming.   Most of the types currently available have absolutely no bearing on our manufacturing business.   We needs things like sales rep, engineer, project mgr, purchasing buyer, etc.

HubSpot Produkt-Team
HubSpot Produkt-Team

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.

ErikGron
Mitwirkender

Yeah, me too, setting the roles yourself makes more sense.

 

TopJobTeri
Besucher

We need this feature YESTERDAY!  People are multifaceted and have their fingers in many pies.  Almost no one has only one company directly associated with them, especially in small towns.  In our line of work we have people like a guy who is the Mayor of a city, he owns his home through a trust is the HOA president, and owns a company.  Has anyone figured out a work around?

kimcpa2000
Berater

Would love to see a contact be able to be associated with more than one company.  We have contacts that work for one company, but approach us as a member of an industry association and would like to maintain information on both.

ErikGron
Mitwirkender

@kimcpa2000 You can, there is a beta option that allow you to associate a contact to multiple companies, you have to request it. The bad thing about it is that you will only see the main company associated with that contact and to see others you need to go through the details. But for filter/classification purposes it works great. Also, you will have to detail the rol of that contact in other associations, which is also a bit lame, because there are only 7 (I think) pre-defined roles.

 

Hopes this clarifies something to you.

 

All the best

Erik

richardwalsh Regular Contributor | Gold Partner
Regular Contributor | Gold Partner

This beta is working quite well within its simple state. Seeing those custom roles would be amazing, but we've found a way to work around it for now.

 

I think the next big piece would be the ability to use the association in workflows, and someway to set various emails for each association, while picking a primary. Wouldn't want to accidentally send them a marketing email to all addresses.

BurtonHohman
Berater

Are you still accepting new users? I filled out the beta form last week but haven't heard a reply yet. We very much need this feature! 

BurtonHohman
Berater

In a Company workflow is there any way to send emails to users that are "Related Contacts" right now it my tests it looks like emails only went to the main contacts and not to the related contacts

raedt
Mitwirkender

My client also has this as their main issue. They have 1 contact with 1 primary company and up to 10 related companies. Marketing emails when triggered, only 1 email gets sent to 1 contact. Instead of 10 emails to 1 contact (1 for each company)

 

unfortunately. I do foresee an issue on why Hubspot might not want to build this feature. For example, You have a marketing email that has company variables in it. For example a company name. when 1 marketing email is sent, How does it figure out which related company it should select and fill the variable properties from? Primary only? All? custom select?

 

I have a developer's background and was able to code a custom widget that solved my client's issue. I am wondering if there other Hubspot users that have this issue and maybe it's worth building this widget and publishing it?

 

@BurtonHohman Let me know, I'd be interested in building this out together

 

BurtonHohman
Berater

@raedt I understand how it could be difficult but that is certainly our use case.

 

Our ideal scenario would be to send out a monthly marketing email recapping some custom company properties to any contact associated with that company.

 

So if you were associated with 3 companies our ideal interaction would be you would get three individual unique marketing emails with the company properties of each company.

 

So the workflow would trigger for Company A and send you an email with company properties for Company A. Then the workflow would trigger for Company B and send you an email with company properties for Company B, etc, etc.

 

If you have a solution for a situation like this that'd be killer.

DominicHobbs
Neues Mitglied

Hi

 

Loving this idea and can see it on our HS contacts page (I'm assuming we have been 'ungated' for beta?).

However, I'm not seeing it in the API feed for the contact. Can I assume this is a pending change for the API and is there any word on when it might be added?

 

Thanks