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).

 

 

HubSpot updates
Status updated to: In Beta
Monday

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.

Status updated to: In Planning
Apr 10, 2020

Hello HubSpot Community, 

 

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 something we 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.

144 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
Member

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.