Create companies

You can save the organizations that you interact with as a company record in HubSpot. On the company record, your team can store and review information about the organization. This helps users in your HubSpot account to stay up-to-date.

Once you've created a company record, you can associate the record to other records, such as contacts, deals, and tickets. This allows you to keep track of the relationships between your objects, and allows HubSpot to sync relevant activities between these associated objects.

To manually create companies:

Please note: accounts that have the Business Units Add-on can create company records for a specific business unit by selecting it in the main navigation, then, continuing the following process.

• In your HubSpot account, navigate to CRM > Companies.
• In the upper right, click Create company.
• In the right panel, enter the properties of the company. Once you've filled in the company's name and/or domain name, additional fields will appear. To customize the properties that appear, click Edit this form at the top.

• In the Associate company with section, search for and select records the company is related to. To customize the associations that appear, click Edit this form at the top.
• Once you've filled in the company information, click Create at the bottom. If you want to create another company, click Create and add another.

There are additional ways to create companies in HubSpot:

• If you're moving from another CRM with existing companies, you can import them to HubSpot.
• If you're using Salesforce along with HubSpot, you can import accounts as companies via the Salesforce integration.
• HubSpot can also automatically create companies based on your contacts' email addresses and associate the records.

Once you create a company record, you can access it from your companies index page. You can view the record when working with that organization and edit the record to keep the company information up-to-date.