It would be helpful if you could bulk assign contacts to a company record rather than manually assigning each one. i.e. if you have 1000 contacts with @hotmail these wont be assigned to the correct company. We currently havee to manually go through each one and manually reassign to a company record we have created.
Very inefficient and surely cant be hard to add a feature where you can filter on contacts and bulk associate them to a company record like you can with contact owners?
Darren, I figured a work arround using the multople object multpiple import sheet function. below a link to the huspot documentation on the functionality.
Totally agree. The current process is a total fail. There needs to be a way to conveniently bulk change associations both manually and using workflows. We are litterally spending tens of hours to move contacts to their current companies. Totally unacceptable. The automatic association is a total joke without any additional qualifiers like country or BU or some other tag. Again, we're spending hours to move contacts to their correct locations. Not happy!
This took me several frustrating hours to figure out... tried workflow couldn't get it to work... here is what I figured out.
There are THREE Company Properties that can used as Unique Identifies
Email (often not accurate i.e. hotmail)
Company domain name (not unique enough for us)
Record ID (bingo)
Steps To Import Contacts AND Associate Them with Companies
When creating CSV add a column called "Record ID". Copy the company record ID and copy and paste it for each contact. I'd recommend ordering the excel by company so you can paste the record ID for multiple contacts at the same time.
It would indeed be great to be able to build a workflow that automatically matches current contacts with @domainname to the company named domainname or domain name.
I spoke with HubSport support on this issue today and was told the only way to efficiently perform this is via export, associate the records in Excel, and then re-import. Not a great solution. Our desired functionality would be to check records in a view that we want to associcate with a company, and then have some mechanism to do so either through the view's Edit menu, or More menu. Or, worst case, because it would involve a lot more work, enabling a company assignment workflow action.
Agree with this post. Due to how our companies are structured (multiple entities within one company) auto association using email domain isn't an option for us. We know that you can associate multiple contacts via the company record, but that would require people to "remember". So would be great if we can use the "contact" view, tick the contacts we want to associate, and associate it to a company or even deal - similar to how you can do this to assign contact owners in bulk.
I have previously spent hours manually associating contacts to companies. Recently I am creating a new database and found thousands of unassociated contacts<-> companies. Even though a contact is sitting right there under the company in Hubspot, the "Primary" label isn't set. I tried a few different ways to import contacts with companies, and finally found a way that works! This is what I did:
Create an Excel or CSV file with 3 cols:
Col A=Company ID
Col B=Contact ID Col C="Primary Company" <--actually spelling this out
Import this file using 1 file = multiple association, and then choose Companies and Contacts.
When importing, choose "Update Existing Company Only" and "Update Existing Contacts Only".
Then in the selection, choose "Company ID" for the first col.
Is there any update from HubSpot if/when this will be possible? It's very time-consuming to associate contacts one by one. If I were able to associate contacts in bulk, my portal would be so much cleaner and my sales reps would be much happier. HubSpot, please consider improving this functionality. It's a small, but mighty improvement that lots of users will be happy about.
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