Automatically associate Contacts with Companies based on Company Name property

Currently, HubSpot will only automatically associate a Contact with a Company if the Contact's email sending domain matches the Company Domain Name of a Company record. If a Contact is using an email address that was not supplied by their company, it would be great if the software could instead match it to a Company record via the Contact's Company Name property. 

12 Replies
danyelb
Occasional Contributor

Actually, this is a MUST HAVE as this email based restriction is present in no other CRM and creates complete havoc when you try to import data that doesn't meet the pre-established email based criteria.

 

Quite a few times, you don't always have a Contacts email address from the get go...

 

And if you have some contact list that you could use as Leads but they don't have email address' then if you import these, no association will happen and you will end up with a bunch of Companies with no Contacts and Contacts with no Companies.

 

Please consider changing the way these associations are made!

 

Thanks!

jsearles
Regular Contributor

The functionality should go a step beyond. Using the Company property as a "fallback" if the email doesn't provide a suitable domain is not necessarily desirable, either. HubSpot needs setting for users to determine how they want to company record to be generated. For us, the Company property is the only method we would use, not a fallback.

 

Example:

 

Our target prospects are real estate brokerage owners. Many of these people have email addresses supplied by their franchise. I'll use RE/MAX as an example. The contacts' own different, independent franchise companies with names like RE/MAX Elite, RE/MAX 1st Choice, etc. All of these companies are separate entities, but most of the owners use name@remax.net for their email address, so HubSpot matches them all to a national RE/MAX company record. We have hundreds of unrelated contacts grouped under RE/MAX, when they should each have their own company record for their brokerage.

fergus
New Contributor

Please fix this. I realize its a core function. But many times companies have subsidiaries that have different email domains. This single function makes it difficult for my company to use Hubspot. 

LizO
Regular Contributor

Here is an idea until HubSpot can build what you want.  According to this post, "HubSpot will also look at the contact's Website URL property to attempt to match the contact with a company's domain name."  adding the URL property to your imports will help HubSpot auto assign your contacts.  

 

Oh and I too agree that the Company field should be used to try and associate Contacts to Companies.  

lindsay_tiz
New Contributor

I honestly can't believe it doesn't do this if you have a contact and a company tied together in a row. We just imported our data from another CRM via .csv, and a number of contacts had Company name but not email, just because we had been data gathering and hadn't gotten emails yet. None of the contacts are associated with the company, even though they CLEARLY are tied to the company. So lame. A basic function that every crm, address book, directory, etc. honors.

cortneyc
Occasional Contributor

Please please please add this!! I'm working in rural development in Ukraine, and most of the companies (or entities I'm recording as companies, such as village councils) do not have standardized or discrete email domains. Most people just use things like gmail or mail.ru. We want to be able to use HubSpot in our mission of promoting small- and mid-sized businesses here, but it is tremendously cumbersome having to manually match contacts with companies! 

danyelb
Occasional Contributor

Hi HubSpot,

Are you guys ever going to consider or address this?

 

I hate to say it, but this comes back pretty much every week from the Community, so I would say it's high time it gets fixed...

Looking forward to somekind of feedback.

 

Thanks!

jsearles
Regular Contributor

I would be quite happy with a Workflow option that allows me to associate a contact with a company or vice versa. That would be a really great feature for anyone importing for the first time, as well as for the rest of us for whom the current logic does not work.

Wahlfried
New Member

This would be a great feature!
We have customers in city councils, districts and towns who all have the same domain but different "offices". Every "office" (unit) manage themself in a certain degree and therefor we have to be able to track what communications has been sent to each "office" and which contacts that has been contacted.

Not having this feature leads to us having to manually associate contacts of several hundred contacts during our campaigns which slows down the process.

WhatJudisays
New Member

SO SO nescessary!!!   We have thousands of contacts and I'm having to manaully update over half of them!  So to reitterate what the other commenters have said:

if a contact i've imported has the email address joe@live.com, or anything else that's not an exact copy of the company domain, hubspot either creates a new (and now duplicate) company for him, or doesn't link him to anyone. I'm having to go one by one through hundreds of contacts to either link them, or even more time consuming, merge the now duplicate company with the one it should be and then go back and link him to that one. I'd like to be able to 'tell the system; to link by website address or company name rather than email domain.   

 

PLEASE PLEASE PLEASE add this as an option.  

Thanks!