Companies

How can I manually associate my contacts with companies?

Last updated: January 5, 2017

Available For:

Product: HubSpot Sales
Subscription: Free

If the Automatically create and associate companies and contacts setting is enabled, HubSpot will attempt to match the contact email domain name with a company domain name to associate the two. However, you may also manually associate a contact with a company from either the contact record or, in the CRM, from the company record. 

From the contact record

  • In your HubSpot Marketing account, navigate to Contacts All Contacts or, in your HubSpot Sales account, navigate to Contacts
  • Click on the name of the contact that you'd like to associate with a company.
  • On the contact's record, scroll down to the Contact's Company section. 
  • Click Add a company

  • Search for the company by name or domain name. If the company does not exist in your account, click the Create a company button to create a new company record. 
  • Click Select next to the company to add it to the contact record as an associated company.

Please note: you cannot associate a contact with multiple companies. 

From the company record

  • In your HubSpot Sales account, navigate to Companies
  • Click on the name of the company with which you'd like to associate your contact. 
  • Scroll down to the Contacts at [Company name] section of the record. 
  • Click Add a contact

  • Search for the contact by name or email address. 
  • Check the box next to the contact(s) you'd like to add to this company. If the contact you're searching for does not exists, click Create a new contact
  • Click Save