HubSpot Ideas

DBowers3

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.

 

Atualizações da HubSpot
Status atualizado para: Delivered
June 09, 2023 06:48 AM

Hi everyone,

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.

 

Maggie

Status atualizado para: In Beta
October 04, 2021 12:08 PM

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.

Jeff

Status atualizado para: In Beta
April 28, 2021 03:52 PM

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.

 

Can't wait to hear your feedback!

jeff

March 15, 2021 11:55 AM

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.

Status atualizado para: In Planning
October 14, 2020 01:27 PM

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.

September 08, 2020 12:46 PM

Hi there! I'm Jeff, from the HubSpot CRM team.

 

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.

January 21, 2020 07:33 AM

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.

October 22, 2019 08:22 AM

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.

October 21, 2019 12:18 PM

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. 

October 18, 2019 07:32 AM

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.

April 26, 2019 07:17 AM

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

Status atualizado para: In Beta
April 11, 2019 12:37 PM

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.

379 Comentários
krispag
Top colaborador(a)

This has been developed and has been working in beta for a long time. I am unsure why this has not been moved into the production environment.

jslate
Membro

It is ridiculous!   Has destroyed data integrity within our SF enviroment.  We have many accounts that share Contacts / emails and this is just not an option with HubSpot (currently).  Have yet to be able to get the HubSpot Selective Sync 'workaround'  working too.  Seems as if the API bypasses all security features in SF, including sharing rules when all else is locked down!

CeNedra
Colaborador(a)

We need this functionality please. We have many contacts that work in different organisations across general practices, hospitals, part of various community and advisory groups etc.

EduardoHomecard
Membro

Please add this feature, we need it too. We just started to test the free edition and this is almost a NO GO for Hubspot.

Hatchman
Participante

We have a business model where a contact needs to be associated with both their own company but also the distributor responsible for the territory.

jamescooke
Participante

Very interested in this, and would like to have this - crucial for our data integrity.

This is very common for our contacts to be managers are multiple companies.

kpaynter
Membro

We're a B2B using HS for the past year, and need this capability as well. Many of our contacts are tied to different entities that we do business wtih. 

RiccardoPisani
Top colaborador(a)

+ 1 we really need this

henrybacon
Membro

agree, much needed functionality 

apollinesentucq
Membro

Hi, for information 'Related companies' feature does not associate a contact to a company, i.e.: It doesnt replace 'Association' feature. 

Is the feature 'Association of a contact to multiple companies' planned on the roadmap? Brigad.co needs this feature to well track all the engagements of a contact per company. Today we can't. 🙂

timofverberg
Membro

+ 1

ericchatry
Participante

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
Participante

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
Membro

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

RiccardoPisani
Top colaborador(a)

Hi there, 

 

possible to relate contacts to companies thru APIs? 

 

 

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

 

Thanks

 

Riccardo 

apollinesentucq
Membro

Hi Ricardo, 

Please find here the link that helped us!:)

RiccardoPisani
Top colaborador(a)

Hi there, 

 

thanks a ton, but there is nothing about relation!

 

Correct?

 

 

rberrada
Membro

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
Membro

I need this too please!

aminco
Membro

@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?