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).
hey all, appreciate your questions/comments on this. Replying to a few comments at once:
@reycepeda: I agree with you on sort order. We're researching/discussing that internally now, unsure what the next step will be but it's active discussion.
@MichaelC: (If I understand your question correctly) you'll need to actively switch to using the new v4 endpoint to take advantage of these association types via API. We're intentionally leaving v3 as-is, to prevent any implementations from breaking with this new functionality.
@elise1: awesome! Can't wait for your feedback. I read every comment in this Community thread (along with many others) but can't always reply.
@CrunchedAdmin: as in parent/child companies? If so - yes! That's exactly where we want to go in the future. Going to take some time but I'm looking forward to it.
@BrianSkov_WUD: a contact has a primary company by default, but a company doesn't have a primary contact. To achieve that, I would make a `primary contact` association label between Contacts and Companies. We left it out because that need is not something we saw as common enough across our customer interviews.
Hi folks, support for designating the "primary contact" on a company record is now in public beta. It will involve using the new "association label" functionality released as part of a larger associations update. See all the details here, including how to opt your portal in for the beta.
Looking forward to your feedback, I'm confident this functionality will resolve those blockers you've been running into.
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.
We're not quite ready to release this to public beta yet, but expect to get access later this year.
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.
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