Multiple companies per deal

monicaway

 

Business deals often involve multiple companies.

 

How far away is Hubspot from allowing multiple companies to be assigned to deals?

 

For example, in the field of Architecture and Construction, there is a prospective client (a company) who wants a new building. Pursuing this project opportunity (a deal) involves forming a complete team, including an architect (a company) and many consultants (other companies). See what I mean?

 

Thanks, 

Monica

HubSpot updates
Status updated to: In Beta
Oct 4, 2021

Hi all, happy to share multiple companies on deals have been released to public beta, as part of a larger associations functionality update.

Please review this post for all the information and the directions to get started. Looking forward to your feedback, I do hope this resolves the blockers related to this thread!

Jeff

Status updated to: In Planning
Oct 5, 2020

Hi all,

 

This project has received the green light, and we're nearly ready to begin development. I'll update this post when it's ready for a beta group!

Status updated to: In Planning
Mar 30, 2020

Hello HubSpot Community, 

 

Thank you as always for your continued feedback, it helps us build a great product. The ability to associate more than one company to a deal is something we've actively been investigating. As many of you may know, this is possible to configure via the API today but the CRM user interface does not provide an indication of that. However, this is something we do absolutely plan to fix. As a result, I'm going to move this idea into the "In Planning" stage. We'll continue to update this post as we make progress.

161 Replies
EvanBlair
Member

Is there an update on when the beta will be available?! Lack of this feature is seriously causing me to consider switching to SALESFORCE...

SKelly8
Participant

IS there an update on the beta as we were told end of June

FePf
Member

When will the feature be released? We were told the timeline was due end of June.

I have noticed it is possible to associate multiple companies to one deal via the API. Is it only a GUI issue at the moment?

I would appreciate if you could not leave us in the dark about any further delays, since this is a critical feature for us and we cannot use the sales tools properly without it.

BChoquenet
Member

Hi,

 

Any update regarding this new feature ? When should it be available ?

 

Thanks a lot

 

Baptiste

enniszd
Member

I just added HubSpot to my company and this is a critical feature to have multiple companies assoicated with a deal.  For us having potentially two additonal companies the Reseller and Technology partner associated.  I have always had this feature in Salesforce.com.

Rubi1
Participant

Any updates for this feature?

It is critical for us

Thanks

BrittanyMeans
Participant

Any update on this? We desperately need this feature.

EvanBlair
Member

Come on Hubspot, please update us. Your system is virtually unusable for channel centric businesses... Salesforce it is without this feature.

JHeggen
Member

Would be nice to have some feedback on this topic as it creates problems for quite many of use.

Note; I found some info in the roadmap, but it should be confirmed.

https://www.hubspot.com/new (look at ´What´s nex´)

Found something under Sales Hub and CMS Hub

 

DGriesing
Member

Adding a bump to this feature.  Similar workflow as many of the comments that addressed this need from 2017 to today.  

 

Please provide an update on when this feature will be added/updated and what steps need to be taken to participate in any Beta. 

MattFreestone
Member

Any update on this? Desperately needed for us also.

SaWells
Participant | Platinum Partner

Is there a status update on this?

MattFreestone
Member

Absolutely essential, shocled this is been going on for so long. Basic functionality.

dstirrat
Member

Just seen this feature seems to have been added on our account! With the ability to set a company as a primary company for the deal too!

 

Glad to finally have this included but surprised there was no update on this forum about it being ready to go.

JHeggen
Member

@dstirrat did you have to change some setting or something? I tested now and still not able to set >1 company to a deal...

PaulClappers
Contributor

@dstirrat I cant find it either. What package are you on? 

dstirrat
Member

@JHeggen @PaulClappers I'm not sure! We haven't changed any settings as far as I'm aware, I just went to a new deal I'd created and noticed the company attached on the right had a tag listing it as Primary, with the option to remove them as primary. We're on the Professional package as far as I'm aware.

FSimpson
Participant

@dstirrat @JHeggen @PaulClappers I've just looked too and I can't see this option yet either. I'm also on Professional. Curious! It would be incredible if this were on the verge of release...

SaWells
Participant | Platinum Partner

It's in some of our clients but not others.

SaWells
Participant | Platinum Partner

It's a Private Beta, just talked to my HS Rep.