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
49 Replies
DerPatrick123
New Contributor

Wow, what a bummer. Such a great tool but this is an essential function and needed for many automation workflows. Does anyonw have a workaround or does a HubSpot employee an estimation about this "feature"?

tylerkelley
Occasional Contributor

YES PLEASE

yatishm
Regular Contributor

Hey all. I would also like to add to this thread saying that this is a handy feature... Furthermore, perhaps 'tagging' asssociated contacts as well. I.e. setting custom tags to contacts like this. Eg. A company has 10 associated contacts ... instead of the name, company and email address, could we added tags stating 1 contact is a primary contact, another is secondary contact, another 2 are billing related contacts, etc.? Thank you

MitchLarson
New Contributor

I agree with the original post, as well as the several comments saying that the primary POC should be specified on the Deal record as well.

 

When I look at the Marketing Dashboard, let's say I see 100 "Customers" for the year. The problem is, many of these Customers are just staff members of a Company with a Closed Deal, they are not the actual business owner or primary contact. I would like to have my primary POC for a Company & Deal be specified, that way I can mark them as a Customer, and make the remaining staff members in the Company just "Users," which is a Custom Lifecycle Stage I've created, per HubSpot's recommendation.

 

 

mstevenson0108
New Contributor

This greatly needed. Often need to know who the billing/accounting contact is and who the primary contact that engaged our service. 

wifiworker
New Member

I like this idea, in my other profile I have just added a custom contact field that allows me to select from a list of contact types,  "Decision maker" "Primary Contact", "backup", ...

This can be done either as a selection or a multi choice

yoramschwell
New Contributor

I agree. It is important to see theprimary contact. Also, it would be great to be able to see contact info (at least name) in reports that are based on the company.

ARobertz
New Contributor

This is a common question from clients. Would be very useful to have at least a primary contact (the primary person to communicate with). Potentially also useful to identify the primary decision-maker too, as this person is often different, but this would be a bonus. 

RVice
New Member

This is all around deals.

 

The purpose of having a "contact champion" or designated "champions" allows the team to know who the key deal players are. We at times have multiple companies communicating in a deal, while it would be easy to exclude all those that are not important, we lose the dialog that may occur with one of the side-companies.

 

There's another piece in that we have some automations to create contracts based on the "contact champion" the only way to do it now is to include all of the contacts in the contract and cherry pick the one that will actually sign. You can imagine, this is not ideal for the Sales person because there are multiple spots to remove content.

 

My suggestion is adding a "star" like we see in gmail for messages...or allowing a definition of a checkbox on what it is. Quick and easy and can see in the contact cards to the right in a deal.

 

...shame me, I did not read through all the other posts, so here's my take (above)....