BETA

Associate multiple companies with a contact (BETA)

Last updated: January 8, 2021

In Beta

Originally, HubSpot allows a contact record to be associated with only one company (i.e., a one-to-one association).

With this beta feature, you can associate multiple companies to a contact. You can also label the association to clarify the connection between the contact record and that specific company record (e.g., a contact can be associated with a "main" company record and a "contractor" company record).

Once your contact record is associated with multiple company, the first company associated will be the primary company association by default. This primary association will be referenced by the following tools:

The primary association will also be the company shown in the contacts home. You can always change the contact's primary association.

Please note:

  • Currently, you can only have up to 10 association labels for associations between contacts and companies.
  • Currently, a record can only have up to 10,000 total associations with records of another object type (e.g., a contact record can only be associated with 10,000 company records).

Associate another company record with your contact record

To associate your contact with another company record:

  • In your HubSpot account, navigate to Contacts > Contacts.
  • Click the name of the contact you want to associate another company with.
  • In the right panel, next to the Companies section, click Add.

  • On the Add existing company tab, click the Company dropdown menu and search and select an existing company to associate with the contact.
  • If you want to label this association, click the Labels dropdown menu. Search for and select an appropriate label. If no existing labels describes the relationship between the contact and the company well, you can create a new label:
    • In the dropdown menu, click Manage association labels. This will open a new tab to your association label settings.
    • In the upper right, click Create association label.
    • In the right panel, enter the name of the label you want.
    • Click Create.
    • Once the label has been created, return to your contact record and refresh the page. When you go through the above steps, the label will now appear.
  • Once done, click Update. The contact record will now be associated with the company record.

Edit the contact-company association

Once you've associated your contact with multiple companies, you may have to update the labels of existing associations or make another association the primary association. To do so:

  • In your HubSpot account, navigate to Contacts > Contacts.
  • Click the name of the contact with the association you want to update.
  • In the right panel, under the Companies section, hover over the association you want to update and click More.
    • Set as primary: select to make this association primary. In the dialog box, select the checkbox and click Update. This primary association will be referenced by lists, workflows, cross-object reports, and personalization tokens, and be the associated company shown in the contacts home.
    • Edit association: select to update the association label. In the dialog box, click the dropdown menu and select a new label. Click Update.
    • Remove association: select to remove the association. In the dialog box, click Remove association.