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.
i keep asking support and get the same answer - no this is not available at this time - we like many really need to associate contacts to multiple companies. the software is limiting without it
There are a lot of people behind this idea which resides in the planning stages. I am concerned about the actual implementation of execution. I have multiple people associated with 20+ businesses. I need to understand how multiple relationship components will play out.
For this example, the company names are not important just easier for me to map out.
Jenny, Courtney, Kyle, and Jorie work at HubSpot.
Jenny and Kyle also work with Microsoft.
Courtney and Jorie work with Apple.
Kyle has a project with Acme.
Jorie has a project with Amazon.
Jenny has a project with a separate division of HubSpot.
Now for the questions:
-How is everything connected?
- Does this open the door for Apple, Acme, Amazon and the separate division of HubSpot to see everything else their contact are working on with other companies? If so, what are the pros and cons?
- What happens to the connections if the contact leaves the initial company and goes to work for the secondary company?
Ideally, I would like a way to keep contact information specific to that contact and have to assign the company for details. However, as I type this out, it seems to make things more complicated and less automated.
SO....in the planning stage, what is being proposed? What is being considered? Is there someone else (outside of HubSpot) who does this well? If yes, could what they are doing be used as an idea board?
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.
I also think that being able to associate one contact with multiple entities makes sense.
I also would like to see the ability to tell HubSpot "Send an email to this person, but rather than updating the CRM contact properties, just use the properties in this list I have uploaded".
I would like to see the ability to upload to a static list with a checkbox that says "use the fields in this list for email personalization, not the CRM, do not update the CRM from this list".
That way, when I upload a list with champions/consultants/evangelists, whatever type of contact has more than one entity associated with them, I know any personalization will be based on what is in that particular static list and not what is in the CRM.
Regarding being "ungated for our "Related Companies" beta feature, how many secondary companies can be added to a contact record if this feature is ungated?
This is a big problem with us. We work with farmers who have to split up their business into multiple names simply because they have large amounts of acreage in different cities and counties and sometimes states. We have the dilemma on almost every deal we create - which most of the time necessitates re-assigning a contact to a different company. But a lot of times the deal affects multiple companies . . . so the deal doesn't reflect what is actually happening.
There are many many instances where this is necessary. Our use case is a hierarchical org where a parent company has child companies, and some of the contacts are associated with multiple child companies (eg; regional managers, area vps etc.) and currently this is impossible.
I've sent an application to become part of the beta.
This is important because people will work at a company (for example Dell) but then they come to us through a referral partner Acme Real Estate. It's an associate company, but they don't work there. We don't want to clutter up Acme real estate with all their clients they referred to us.
We also would like to associate contacts with other contacts.
