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).
We would greatly benefit from a feature like this. We work with schools and camps majority of the time and theres tons of contacts for each account. Would be very helpful to mark who is the primary.
Thank you as always for your continued feedback, it helps us build a great product. The ability to identify the primary contact on a company, deal, ticket, or any object is somethingwe have been investigating on the HubSpot Product team. 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.
I don't know if community can contribute to the reflexion around Features.
IMHO; the best of all wouldn't be to be able to "tag" a Deal <==> Contact association in Hubspot; but more like tag MULTIPLES associations with custom tags. "Main contact" is just one use-case among others; but I think the intrinsic use-case is more like "I want to characterize what a Deal <==> Contact association MEANS".
This is hard to achieve, but a solution could be to create a "Contact" column property type (just like Hubspot did for "User" column type. Thus, we would have the classical collection "Contacts" on a single Deal; along with some custom properties of "Contact" type right on the deal.
Another solution could be to be able to add custom properties on the Association itself. Just like this : Contact(name, email, etc.) <== ContactDealAssociation(isMain ?, associatedAt, etc.) ==> Deal (name, stage, etc.)
I cannot stress the importance of not making this idea just about the primary contact for a company. There are a plethora of reasons to associate a contact to a property. Here are some examples:
1. primary accounts and billing contact
2. HR contact(s)
3. financial contact (s)
4. associated center of influence (person that brought you the lead)
5. Benefits manager(s)
It also makes sense for this functionality to allow us to link additional objects to other objects. For example, let's say you sell a product. With the new product properties, if we could link companies to product properties, we could then directly associate the manufacturer or supplier to that product that was sold. Imagine an insurance agency. They sell an insurance policy issued by an insurance carrier. If we can link companies to products, we can then associate that insurance carrier's company to the product property. That link would create endless reporting capabilities across pipelines. Please don't limit this functionality to something small and meaningless. I beg you!
It's very strange to me that Hubspot is missing such a core concept of lead management which has a huge impact on so many levels i.e. proposas automations, ABM, contracts automation, pulling primary contact per deal data etc...
A deal always has a champion/primary contact, as part of the DMU. We need a way to identify that contact with the right relation to the deal. From a structural perspective and logical perspective, that is the right way to work on a deal.
This would be super useful on deal cards as well. The deal is with a company, but the bus-dev convo is with one contact, and the tech convo will be with another contact (i.e. the actual user of our product), so being able to target correspondence quickly would be great.
I totally agree. Many of the companies we have in our database have multiple contacts but I only interact with 2 or 3. I would like to be able to see them on the screen and not have to open a new tab every time I need to search for contacts name/email.
Hi Everyone ! Any news on that project ? We desperately need to have this functionality to work on our CRM ! Our company is in the B2C travel industry and our deals usually implicate several people of the same group/family, however we need to clearly identify the main contact for each deal in order to measure correctly our statistics of sales & revenue. Thank you in advance for your feedback
Having a primary contact for deals would be nice, but I think you will find that we are all (apart from Rachel J) asking for Primary Contact for a Company.
Any update on this? I have made a custom company field with a workflow that responds to a checkbox against a contact name, to make that person populate the custom field. Clunky, but works. Much prefer to have this built in. Any update on whether this is going into beta or not?
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You can create a Target Company then you can assignContactswithin the Company a "Buying Role" e.g. Primary Contact, Technical, Accounts, etc. If you watch thisHubSpot Academy Videofrom 1:15 to 2:15 you will see what I mean.
It's been in planning for so long and seems to be such a simple feature. We need to designate a contact as the primary contact person for both companies and for deals ASAP.
It would be great if we could add a contact to a custom property - e.g. create a property called - purchasing manager, and then you can select a contact and link it to that property, so that in the company page you have quick access to your main contacts, I would personally need at least 3 contacts per company to be assigned in the sidebar - so just one primary would not be sufficient 🙂