Tracking Engagement with Companies & Contacts

[FBayet]

We are a membership based organisation and offer memberships to companies.  However we deal with a contact at each of these companies (many have multiple contacts)

I need some advice or guidance on:

• How best to connect a company with the contacts
• How we can track specific meetings we may have with the contacts, to report on these monthly, but be able to see on the company profile

Any advice, video's or steps is appreciated

[Nhal]

Makes sense! Juggling multiple contacts per company can get tricky fast. Quick question: are you aiming to measure engagement at the company level, like tracking how active a specific company is overall, or are you more focused on individual contact activity?

Here’s something that’s worked for me: go to Settings > Objects > Contacts and make sure contacts are automatically associated with companies (usually based on email domain). Once that’s set, you can use custom reports to pull in things like meetings, emails, or notes and group them by company. It’s a solid way to get a snapshot of how engaged each account really is.

Happy to share more if you’re thinking of rolling this into automation or building monthly summary reports.

[Markestac]

Hi @FBayet 
The easiest way to keep things clean is by enabling automatic associations based on email domains. You can do that from:
Settings → Objects → Contacts → Companies
Just turn on the setting for "automatically associate contacts with companies based on email domain."
It works well when your contacts are using work emails that match the company domain.
If that’s not possible, you can always go to a contact record manually → scroll to the company card → click Add and link them up.

When you log a meeting, do it from the contact record click on the “Meeting” option under activities.
Before saving, make sure it’s also associated with the company (you can add associations while logging the activity).
Once done, that same meeting will appear on both the contact and the company timeline.

To track meetings over time, use the custom report builder.

• Set your primary data source as “Activities”

• Filter: Activity type = Meeting, and Date = Last Month (or whichever range you need)

• Then group by company name, contact name, or even meeting owner if you want to see individual performance.

You can build this into a dashboard and easily track month-on-month trends from there. Super useful if you’re managing a team or tracking client engagement.

[karstenkoehler · Accepted solution]

Hi @FBayet,

Happy to help here!

How best to connect a company with the contacts: https://knowledge.hubspot.com/records/associate-records

How we can track specific meetings we may have with the contacts, to report on these monthly, but be able to see on the company profile:

• https://knowledge.hubspot.com/records/manually-log-activities-on-records
• https://knowledge.hubspot.com/records/filter-activities-on-a-record-timeline
• https://knowledge.hubspot.com/reports/create-custom-reports (the custom report builder has a meeting data source)

Let me know if you have any follow-up questions after reviewing these resources!