I’m Maggie the Product Manager for Associations at HubSpot. I'm very pleased to announce that this feature was delivered to all customers back in April of 2022. Specifically, you can associate a contact, deal or ticket to multiple companies. Apologies for the delay in updating you all here. If you're interested in learning more, this Knowledge Base article about associating records is a great place to start.
Thank you for all of your guidance and submissions about this need.
Hey all, happy to report this functionality is now in public beta. To review the updates and see how to opt your portal in to the updates, please head to this post. This will also be covered from the big stage at INBOUND, so there's even more to come here.
This has been a long time coming, I so appreciate all of you sharing your use cases and upvotes. We review them all, and it has a big impact on prioritization. Looking forward to your feedback on this release.
Hello all, I apologize for the radio silence on our end. Excited to share the new multiple companies on a contact functionality is now available in private beta.
If you're interested in what's included (and of course you are!), watch this quick overview video created by HubSpot Academy Professor Kyle Jepsen.
While in limited private beta, you will need to ask your HubSpot contact (CSM, Technical Specialist, Onboarding Specialist, etc.) to request access on your behalf. From there, we'll review the request and ungate your portal to the beta. In some cases, we may not be able to ungate you - we'll follow up if that's the case.
We plan to go public with this functionality later this year, so if you don't get access in the beta, this will still be coming your way soon.
Hi all, really appreciate the enthusiasm around this functionality. We can't wait to deliver it.
We are still actively working on supporting multiple companies on a contact - not just within the CRM, but across all parts of the HubSpot platform. Once we are in public beta, I will send out opt-in information.
Thanks for your patience - this stuff may seem straightforward, but being good stewards of your data comes first for us. Nothing is worth more than your trust. Updates to come as soon as possible.
As mentioned in the previous update, we are now in development of updates to the CRM that will make adding multiple companies to a single contact possible. Not making timeline promises in this forum, but as soon as the beta is available, I'll notify this thread.
To those wondering about using Custom Objects for associations - I would recommend against it. Custom Objects are great for the "nouns" of your business (think inventory, shipments, appointments, real estate) but not as good for describing the relationships between things.
We're focused on getting this updated functionality to you soon. Stay tuned for updates.
Thanks so much to everyone who has been a part of the "related companies" beta. You've given a lot of excellent feedback on how this will need to work in order to be rolled out to all.
At this time, we're closing the "related companies" beta so we can prep for an improved version of this functionality, built on a new infrastructure, which is coming in the near-term future.
Because this beta and the "related companies" beta are built differently, enrolling more portals in the "related companies" beta now will make it more difficult to migrate eventually. I appreciate you keeping the comments about your use case for functionality like this coming, and we'll be back soon with more updates and timelines.
For anyone already on the "related companies" beta: no action needed at this time, and you aren't losing any functionality right now. We'll be in touch with migration plans when they are ready.
We're currently looking into why we're displaying 7 contacts or 7 companies! We hope to have this fixed soon.
The team has been working on deciding how to move forward with the Related Companies feature. While there are no immediate plans for this implementation, we hope in the future to allow multiple relationships between objects (ie a contact can be associated with 5 companies and these would all display on the contact record via the normal "Companies" card), and we'd also like to support custom roles for all relationship types.
Thank you to those who have been making use of this beta and for the feedback you've provided! We will keep you posted as developments occur.
Thanks @krispag! That's exactly right. From the contact record, you would just need to check the associations of each call to see which office the call is associated with.
Hi @gelflex-cc , I haven't heard much feedback about this (others, feel free to chime in!), but the feature works using a set of seven defined roles (advisor, board member, contractor, manager, owner, partner, reseller). Via the "Related companies" card that displays on the contact record, you can choose to select a company that the contact is related to and select their role in that company out of the seven listed above. The feature still allows you to keep your businesses separate, but just gives you an easy way to tie a contact with a second company based on their role there.
Hi @aminco - there isn't any communication sent once you're ungated as I'm just manually going through all of the requests each day. You can expect to be ungated around 4PM EDT on the business day that you submitted the form, so your portal is all set. You'll see the additional "Related Companies" card on all contact records in your portal.
Hi all, thank you for your interest in this feature! Please fill out this form if you would like to be ungated for our "Related Companies" beta feature.
This feature will add a secondary card to your Contact records called "Related Companies". From this card, you can add a related company and choose the contact's role at that company from a pre-set list: Board Member, Contractor, Manager, Owner, Partner, Reseller. These roles cannot be modified at this time.
Please note that this is the extent of the feature at this time - contacts can not be segmented based on their related companies, and the related company and role cannot be imported at this time.
Hey all, happy to report this functionality is now in public beta. To review the updates and see how to opt your portal in to the updates, please head to this post. This will also be covered from the big stage at INBOUND, so there's even more to come here.
This has been a long time coming, I so appreciate all of you sharing your use cases and upvotes. We review them all, and it has a big impact on prioritization. Looking forward to your feedback on this release.
Thanks to all who commented and want this feature. Only four years (yes, steep in sarcasm!) in the pipeline to associate a contact with more than one Company.
I'm surprised this feature is centered on associating only contacts to multiple companies/deals/tickets. We are struggling with how to best organize associating multiple companies to each other and being able to mark a primary company and then label and organize the heiarchy and connections from there like associating contacts would be a great solution.
For example, say a company owns and operates several different businesses, all of which use my software, but I only send one invoice to the primary company. Maybe this company uses an agency to assist them in using my software and that same agency also works for other sales prospects or customers of mine. There is also the issue of Partner Referrals, etc. (there are many different reasons multiple companies can be associated and the parent / child relationship is not robust enough to cover them all).
Are there any plans to extend the functionality of this new feature?
@HSalvo - My company was struggling with associating multiple companies with one company (Channel Partner). We reached out to Integrate IQ, a HubSpot partner, and they are going to set up our channel partners as Custom Objects in HubSpot. They gave us a project timeline of around 3 weeks, and we didn't find their cost to be prohibitive in any way. They are very reasonable. I would suggest reaching out to them while HubSpot continues to expand associations on the back-end... Good luck!!
Hi! My customer would like to make the association labels as a mandatory field in the deal creation forms, so they can guarantee this information is entered by their team every time a new deal is created and associated to contacts.
I have a few customers who use 1 email address but have multiple accounts 'companies' that I email them regarding. We had to get a Beta version of HubSpot to facilitate that.
I'd love to be able to set up some marketing emails that allow me to select the client email address, and then the associated account/company I am writing to them regarding. This way I can use personalization tokens to populate the detailed information that's relevant to them within the email.
Does anyone know if this capability is in the pipeline? My workaround is growing in complexity and is increasingly inefficient.
Anyone in the same position? Or have any updates on how this Beta is coming along?
@jeffvincent Some quick feedback on this new Beta.
First, I wanted to make a contact the "Primary" contact on a deal, but I was not able to create that association label using the word "Primary", but rather was given an error code.
Second, can the association label show like it shows on the company association? It is kind of hard to see "Decision Maker" in that fine text. I'll include a screenshot as well.
I have a few customers who use 1 email address but have multiple accounts 'companies' that I email them regarding. We had to get a Beta version of HubSpot to facilitate that.
I'd love to be able to set up some marketing emails that allow me to select the client email address, and then the associated account/company I am writing to them regarding. This way I can use personalization tokens to populate the detailed information that's relevant to them within the email.
Does anyone know if this capability is in the pipeline? My workaround is growing in complexity and is increasingly inefficient.
Anyone in the same position? Or have any updates on how this Beta is coming along?
@LWarren5 I jst wanna support your idea, we would appreciate it as well. It would be great for us to get some visibility on the pipeline of the whole Multiple Associations project - which features are already planned and we can count one them coming. HubSpot, would it be possible to find this information somewhere? Thanks
Yes - that would be great, I have been told a few times by my account manager that this capability is in the pipeline, but it's quite pressing for us, and I don't want to keep asking her, so visibility of some delivery schedule would be a huge help.
Currently using in beta and it works well so far. With large multi-national companies, employees often represent multiple entities within the corporate structure. I also love that you can list a primary and secondary. Any activity on that contact reflects in both companies unless you manually change the associations. Loving it!
I’m Maggie the Product Manager for Associations at HubSpot. I'm very pleased to announce that this feature was delivered to all customers back in April of 2022. Specifically, you can associate a contact, deal or ticket to multiple companies. Apologies for the delay in updating you all here. If you're interested in learning more, this Knowledge Base article about associating records is a great place to start.
Thank you for all of your guidance and submissions about this need.
