Primary Contact Company Property

We frequently need to get in touch with the primary contact at one of our customers. In HubSpot, there is no way to identify who this is among the many contacts we have in HS for that organization.

 

Even HubSpot recognizes the importance of this for your own use, as our Account & Billing page includes a required drop-down field for HubSpot primary point of contact.  Ironic, huh?

 

Please add a new Company field type, which would allow us to pick from a list of contacts at that Company. This could either be a dedicated Point of Contact field or perhaps just a more generic field that lets you pick from a list of contacts (I'd probably do the latter).

 

 

HubSpot updates
54 Replies
DrewEconsys
Occasional Contributor

I'd add that for us we need a Primary Point of Contact at the Deal level, not as much for the Company level. We deal with Government Agencies, so our business can move from one POC to another POC at the same agency depending on the deal.


This would be a really big help 

JakeJones
Occasional Contributor

Being able to assign a primary contact on a deal would be a HUGE help

DuPertuis
New Contributor

This is HUGE. WIth HubSpot's emphasis on Customer Success it's shocking that this isn't easily set. 

smarcher18
Regular Contributor

It would also be interesting if at a glance on the company record, you could see the primary contact for the company.

CannabisBigData
Occasional Contributor

+1  Definitely want this functionality for our organization as well!  Want to select primary contact & accounting contact which will dynamically link to the contact record

Neil-CoastLM
New Contributor

Contacts in Deal Record

We have a similar issue. I'm adding a reply so their development team might take notice. When viewing a record in Deals, we can link a contact record to it and see it in the deal record.

 

However, there is no designated column view for this. There is only the default "Primary Contact" view, and this property isn't capturing the contact record that has been linked to the deal record.

 

We would like to get the "Primary Contact" or another property to show the contact that has been linked to the deal record.

I feel like this should happen as soon as a contact record is linked to the deal record.

kloedesrosiers
Occasional Contributor

I was shocked when I realized this wasn't a Hubspot feature or that there wasn't a true workaround. When we want to send an email campaign to all the point of contacts, we need to build a static list and manually add the contacts (and then update that list every time). Lots of added work.

jsimpson
New Member

This would be a great help to our use of HS - the ability to have a primary contact or event within Company Properties have the ability to create a contact property - in this way you could have different primary contacts if you wish i.e. primary sales contact, primary operations contact etc.

lvcole
Occasional Contributor

This would be very helpful especially for onboarding workflows!

bcook
Regular Contributor

Definitely needed! We want to be able to market specifically to the primary contact of each of our companies, so it'd be great to be able to filter for that in certain campaigns. For the time being, we are going to have to create a single line text field for Companies that we'll need to update on each store and will only be useful for a list.