Tips, Tricks & Best Practices

NBouzid
Teilnehmer/-in

Contact to contact association

lösung

Hello everyone, 

I am working on trying to efficiently display assistants in the contact sheet of their manager (maybe using cards). But I understand that it is not possible to associate a contact to another contact... 

Are there workarounds that works for you ?

 

Thanks a lot 

Nadjet

 

1 Akzeptierte Lösung
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Contact to contact association

lösung

Hi @NBouzid,

 

Correct, HubSpot seems to be working to make that feature available but it isn't yet.

 

Until then the best option is to copy the link to a contact record (A), then navigate to the contact record (B) you'd like to associate it to. On B, add and pin a note that contains the link to A. Then do the same vice versa, copy the link to B and add and pin a note to A.

 

(This will of course not be respected as an association by any HubSpot tool.)

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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5 Antworten
Maragosta
Teilnehmer/-in

Contact to contact association

lösung

Any news on this feature? It would be very useful! Thanks.

0 Upvotes
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Contact to contact association

lösung

Hi @NBouzid,

 

Correct, HubSpot seems to be working to make that feature available but it isn't yet.

 

Until then the best option is to copy the link to a contact record (A), then navigate to the contact record (B) you'd like to associate it to. On B, add and pin a note that contains the link to A. Then do the same vice versa, copy the link to B and add and pin a note to A.

 

(This will of course not be respected as an association by any HubSpot tool.)

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

NBouzid
Teilnehmer/-in

Contact to contact association

lösung

Hello Karsten, 

Thanks for your reply.

 

Too bad that this feature is not on yet, it would have been very helpful. 

I will try your suggestion

 

Do you know some extern applications that can help with this in the meantime ? 

 

Nadjet 

0 Upvotes
karstenkoehler
Berühmtheit | Partner
Berühmtheit | Partner

Contact to contact association

lösung

Hi @NBouzid,

 

Associating records of the same object type is simply not possible, unfortunately. There wouldn't be any third-party solutions which can solve this in a way that tools would respect this association the same way that other associations are respected.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

NBouzid
Teilnehmer/-in

Contact to contact association

lösung

Thanks for these informations 

 

Best regards

Nadjet

0 Upvotes