In my last CRM, i was able to create a relationship between two contacts, such as a couple in the same household or same address. I want to see that this client is the wife of this client, or this client is the father of that client, etc.
If it's easier for you to make associations outside of HubSpot, you might be able to hack together a solution in Zapier. An external data source - or even something like a new row in a Google doc - might help handle the automation of updating records, if there's someone/something responsible for providing the associated values you're looking for.
Brad Mampe, Salesforce Analyst, Fidelity I'm probably wrong. I may not be right about that.
I came across your post and was wondering if you had considered using the "Company" Object as a way to tie them together.
Since I don't know your business I will make some assumptions, including that you sell something (service/product) and you want to do some kind of outreach to contacts.
While your situation may be more B2C (based on how you described what you are trying to do), I have come across this with a previous client trying to make a similar association of "Household".
So Company = Household; Contact = Family Member.
Because you can associate Contacts with a Company in HubSpot, there are built-in association points using this thought process. Each contact can have:
their own deals (purchases)
their own contact properties
their own engagement record/timeline with your company
Hopefully you make use of Personas to know your target audience, but you could take it further and use "Job Title" as their "Family Role" so you know the contact's association to each other.
Then you can use lists & views to find contacts with whom you are looking to do business.
Obviously there would be some manual work to do the association, since it is not as likley for a Household to have their own domain/website URL, but I hope this gets you closer to what you are looking to achieve without moving data outside of HubSpot.
**If it makes sense to know this for your business. You could also use Parent/Child Companies for Adult Family Members that move out, so you can keep that initial relationship tie to the original company.
I just wanted to update this thread and share that it is now possible to associate multiple companies with a contact, you can find more information here.
Cheers Mia, Community Team
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[Public Beta] Associate Records of the Same Object Type
Oct 18, 2023
What is it?
Same object associations give customers the ability to associate a CRM record to another record of the same object type e.g. a contact to a contact or a deal to a deal. These new associations are available for contacts, companies, deals, tickets and custom objects and can be leveraged across core HubSpot tools. Watch a short video on how this works.
Why does it matter?
Customers want HubSpot to reflect the reality of their business; this often includes a web of contacts or a collection of related companies. Without the ability to connect contacts to contacts, companies to companies and other objects to their same type, customers have been missing key relationships in HubSpot.
How does it work?
Users can now create associations between records of the same type for contacts, companies, deals, tickets and custom objects. On each record, you’ll see a new section in the right sidebar which reflects the type of record you’re on e.g. you’ll see a contacts section while on a contact record.
Customers with at least one Pro or Enterprise subscription can also create either a single label which is the same in both directions e.g. two contacts have the label colleague or a pair of labels representing two sides of a specific relationship e.g. student and teacher. When applying labels, you’re able to preview the application of the labels to ensure it’s correct before creating a new associations.
Same object associations can be leveraged in the following features:
Calculated properties
Custom Report Builder
Import
Index Pages
Lists
Records
Workflows
Who gets it?
All hubs and tiers can create associations between records of the same object type (with custom objects being available to enterprise tiers only). Labels are only available to Pro+ customers as well as in custom report builder and workflow support.
You can find this beta here:
Have a great day everyone!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
To do this - which, again, I don't think makes practical sense as a sustainable solution - you'd create a custom text property first. Let's say you wanted to associate Contact A and Contact B. On the new custom text property on Contact A, you'd add the in-app URL for Contact B and save changes.
I don't recommend this approach, as it's not anything you can automate with out-of-the-box tools (although if developer resources exist, it can be more manageable with HubSpot APIs), and you would have to copy and paste a lot of URLs. That wouldn't apply just for the initial set of records, but if you merged or deleted HubSpot contacts, you'd have to update the custom text values, too.
Brad Mampe, Salesforce Analyst, Fidelity I'm probably wrong. I may not be right about that.
Yeah I don't think this would be sustainable. It's unfortunate that the Hubspot user field is only for users and not contacts as well. That would have solved my problem immediately. Thanks for your help.
If it's easier for you to make associations outside of HubSpot, you might be able to hack together a solution in Zapier. An external data source - or even something like a new row in a Google doc - might help handle the automation of updating records, if there's someone/something responsible for providing the associated values you're looking for.
Brad Mampe, Salesforce Analyst, Fidelity I'm probably wrong. I may not be right about that.
