Primary Contact Company Property

rickm

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).

 

 

154 Replies
Mike_Eastwood
Key Advisor | Gold Partner

Hi @Ashleymccu 

 

We had the same challenge, from one of our clients, so we built the Primary Contact HubSpot Integration.

 

Does this do what you want?

 

Mike

 

*we're a HubSpot Partner Agency based in new Zealand

 

 

wilgrace
Member

Bump - also desperately need exactly this functionality at the Company and Deal level

beckyhopkins
Participant

This is needed urgently as it's impossible to use sequences and workflows with deals when this information isn't available to be picked up to ensure we're not sending the message to multiple people within the same company.

Status updated to: In Beta
jeffvincent
HubSpot Product Team

Hi all! Thanks for continuing to share your specific needs here, it's really helpful to have context.

 

Happy to share we have an associations update in private beta (coming to public beta soon) that provides support for "association labels". These can be used to identify the "point of contact" on a Company record. See the "primary contact" label applied to a contact on a company record in the screenshot below.

 

Company record with primary contactCompany record with primary contact

 

We're not quite ready to release this to public beta yet, but expect to get access later this year.

Bruno_Teixeira
Key Advisor | Diamond Partner

That would be very helpful to have this information.

reycepeda
Participant

@jeffvincent  Could there be a way to list these folks first? We work with school districts where they have hundreds of employees. Most of the times, we need to see the primary contacts like the C-Suite, etc. I hope we can prioritize those contacts at the top rather than have them get lost in the 99+ area. 

jeffvincent
HubSpot Product Team

@reycepeda thanks for sharing that - something we're considering. Will definitely share this feedback with the team!

TylerSellhorn
Member

I want in on this beta

APollakova
Member | Partner

Hey, I also add comment to this idea. 

 

We would like to see the primary contact up in the company's record, when company has for example 80 contacts and wants to see only the main contacts up and not search for the primary/main contact, it would be nice to have this feature(prioritizing the contacts).

 

Thank you for considering it!

A.

Status updated to: In Beta
jeffvincent
HubSpot Product Team

Hi folks, support for designating the "primary contact" on a company record is now in public beta. It will involve using the new "association label" functionality released as part of a larger associations update. See all the details here, including how to opt your portal in for the beta.

 

Looking forward to your feedback, I'm confident this functionality will resolve those blockers you've been running into.

Jeff

reycepeda
Participant

@jeffvincent thanks for the update! is there a way to list these folks first in the associated contact panel from the Company records? Having to create a new list and filter out isn't ideal when trying to quickly email. 

MichaelC
Guide | Partner

@jeffvincent 

 

Thanks for the update! Once in beta will I also be able to see the change in the api or is that a seperate update?

 

Michael

elise1
Contributor

Thanks, @jeffvincent Sounds like a positive update that we've been waiting for. Opted into the beta and looking forward to using this.

CrunchedAdmin
Member

@jeffvincent thanks. Have been messing around with the association labels and they are going to be very beneficial. Wondering if there is a way to utilize this feature to add more value to the related companies?