Linking two contacts for association

Davis

when we add new contacts we make separate contacts for people like families, friends, etc. I think it would be a great feature if there is a way to link two contacts together. ie: if we add contacts for a married couple, the contact info on husband (A) will contain a 'field' where it can show who he is associated with; In this case, it will show his wife's name (B) info. When we click his wife name, it will automatically open a page with his wife's info page.

 

I think this will be great in finding associations not only in companies, but network through families, business partners, etc. Plus making it easier to find will certainly an advantage for a Hubspot user.

49 Replies
DMartinez
Member

One of the main functions my business performs is relationships.  We're currently using a text field and could really use this feature implemented!

arthurhalevy
Participant

Much Needed feature!!

kaious
Top Contributor

I'd love to see something like this implemented - equivalent to a lookup field in Salesforce (and many other tools) - so you could create a custom reference to another object, whether it be a contact to another contact, or account to another account, or two different object types.

 

One use case we have at the moment: we work with partners, we want to keep track of which partners work with which prospect or customer accounts - so would be great if we had a "Partner" field on a company object that could then link to other companies (can obviously realte companies to eachother via parent and child relationships, but this would allow us to capture other relationships)

DRidgway
Member

YES PLEASE! We make engagement and wedding bands — so often start off with one party but as the deal moves along, the other party might get involved. A simple and quick way to associate two contacts (or more) is critical... the "Companies" soultion is cumbersome and is already a pain (since we don't market or sell to companies) as the company is created from a corporate email address automatically.

 

 

egp19
Participant

Yes, it would be helpful to show who a contact reports to at a bare minimum. The field should let you search the CRM for their boss or create a new contact record if that person doesn't exist in the CRM.

NStephens
Participant

This functionality needs to be a high priority to complete by the end of the year. Being able to connect two contacts before reaching the deal stage is imperitive for communication with our clients.

DCowing
Member

While already covered, it's important for us to map organizational relationships (reporting) between contacts in hubspot for use in our sales efforts.  Is this idea being considered for a future release?  As another contributor indicated, there could be a box on the contact, like deals, that show's related contacts.  I'd like to be able to include a tag on the relationship (e.g. reports to/manages).

RobertPaterson
Member

New to HubSpot, and enjoying it so far, except for this missing feature. This is critically important for our organization as well. We are a non-profit that hosts a large music festival each summer and we spend a lot of time raising funds from donors, and it's really important to connect people to their family members and remember kid's names, spouses, and so on. The fact that HubSpot insists on trying to encourage everyone to use "Company" and "Deals" as workarounds is really frustrating. That clearly isn't what those fields are meant for. And let's be honest here: "Deals" is a pretty cringy term anyway. I think HubSpot can do better.

evilc79
Member

Very keen on this feature request. It's a must have for those of us who are not using Hubspot for B2B, but rather for B2C