Last updated: October 13, 2020
|All products and plans|
In HubSpot, you have the ability to associate companies in a parent-child relationship. To add a parent or child company to an existing company record:
Can I create more than one level of parent-child relationships?
Yes, you can create multiple levels of parent-child relationships. However, only one level of the hierarchy will appear in the Related companies section: the immediate parent and child companies of the record you are on.
Can a child company be attached to more than one parent company?
No, a child company can only be associated with one parent company.
Can a parent company have more than one child?
Yes. Each parent company can have up to 10,000 associated child companies.
Is it possible to import companies to a parent-child relationship?
No, not at this time.
Does this work with the SFDC integration?
No. If you associate two companies in a parent-child relationship in HubSpot, that relationship will not sync to Salesforce. It is also not possible to sync that relationship from Salesforce.
How does this impact the contact-company automatic association?
Parent-child relationships do not affect the automatic association setting. If you have multiple companies with the same domain name and you add a contact with an email domain that matches the company domain name, HubSpot will associate that contact with the oldest company in your database. Whether that company is a parent or child does not impact this behavior.
Is there any data transfer between parent and child companies?
No. Right now, all associated contacts and deals, as well as all activities logged on the company records, will remain on the company record. There is no data sync between parent and child companies and no data will roll up to the parent company.
Are deals automatically associated with child companies?
No. Deals that are associated with the parent company are not automatically associated with the child company, and vice versa. This applies to deals that were associated before the parent-child relationship, as well as deals associated with the parent company after the child company is added.
Whether HubSpot is your first CRM or you’re moving from another system, importing helps you create records...
You can import files to create and update HubSpot records in bulk. This article explains how to import a...
HubSpot automatically deduplicates contacts using email addresses, and companies using domain names. Object...