HubSpot Ideas

LaurenRyan

Auto associate companies without auto creating them

The 'create and associate companies with contacts' feature has caused a few issues in an org we work with that's integrated with Salesforce. If the company domain is not set, a new company is created. This was unnoticed for a while and created over 2k duplicate companies. When integrated with Salesforce, companies can not be merged and have to be manually deleted after moving all data from the duplicate company to the company record you'd like to keep (explanation of that process here).

 

We've had to turn this feature off to prevent duplication. However, when new leads come in that should be associated with an existing company, they no longer associate. Currently, there is not an option to auto-associate companies WITHOUT also having auto-create companies enabled. It would be great to split these two functionalities where you can select auto-create, auto-associated, both, or neither.

 

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