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BETA

Associate multiple companies with a contact (BETA)

Last updated: July 15, 2021

In Beta

Applies to:

All products and plans

In your HubSpot account, you can associate multiple companies to a contact record. Users in Professional and Enterprise accounts can also label the association to specify the relationship between a contact and its associated companies.

By default, the first company you associate with a contact will be the primary company. The primary company will be shown as the Associated company in the contacts index page, and any activities on the contact’s timeline (e.g., logged emails, calls) will be automatically associated with the primary company. You can change the contact's primary association and manually associate activities with the other companies.

The primary association will also be referenced by the following tools:

Please note:

  • You can have up to 10 association labels for associations between contacts and companies.
  • A record can 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 Associate existing tab, click the Company dropdown menu and search and select an existing company to associate with the contact. Click the Associate new tab to create and associate a new company.
  • If you want to label this association (Professional and Enterprise only), click the Labels dropdown menu. Search for and select an appropriate label. If no existing labels accurately describe the relationship between the contact and the company, click Manage labels to create a new label.
  • Once done, click Update.

Edit contact-company associations

Once you've associated your contact with multiple companies, you can update the primary association or remove an association. Users in Professional and Enterprise accounts can also edit labels of existing associations.

  • 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 the associated company shown in the contacts index page, and be referenced by lists, workflows, cross-object reports, and personalization tokens.
    • Remove as primary: select to remove this association as primary. In the dialog box, use the dropdown menu to select a new primary company, then click Update.
    • Edit association (Professional and Enterprise only): 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. If the association you’re removing is the primary, use the dropdown menu to choose a new primary company.

Manage associated companies in the HubSpot mobile app

You can also add and edit associated companies to your contacts in the HubSpot mobile app for iOS or Android.

  • Open the HubSpot app on your device.
  • In the bottom navigation menu, tap Contacts.
  • Tap the name of the contact you want to edit company associations for.
  • Tap the Associations tab.
  • To associate companies, in the Companies section, tap Add companies.
    • To search for a company, at the top, enter the name of the company. Select the checkbox to the left of the company name.
    • To create a new company, tap Create new company. Enter company information into the fields, then click Save in the upper right. The new company's checkbox will be selected.
    • When you've selected the company or companies, tap Done in the upper right.
associate-multiple-companies-iphone
  • To edit an existing association, tap the verticalMenu menu icon.
    • Add Labels: select to add or remove association labels. Labels must be set up on desktop before they can be added or removed on mobile.
    • Set as primary: select to make this associated company primary. In the pop-up box, tap Update.
    • Remove as primary: select to remove this association as primary, and choose a new primary company. On the Set Primary screen, tap the name of the new primary company. The previous company will still be associated to the contact, but will no longer be primary.
    • Remove association: select to remove the association from the contact record. Tap Remove again to confirm. If the association you’re removing is the primary, choose a new primary company.

Create and edit association labels (Professional and Enterprise only)

Users in Professional and Enterprise accounts can create association labels to specify the relationship between the contact record and associated company records (e.g., a contact can be Manager and Billing contact at one company, but also Former employee at another company).

To create an association label:

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • In the left sidebar menu, navigate to Objects, then select Companies.
  • Click the Associations tab.
  • Click Create association.
  • 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. The label will now appear for you to select.

To edit an existing association label:

  • In the table, hover over the label to edit, then click Edit.
  • In the right panel, edit the name of the label.
  • Click Save.

Use association labels in workflows (Professional and Enterprise only)

You can also use an association label in contact-based or company-based workflows to trigger the following workflow actions:

For example, you can:

  • Create a company-based workflow to enroll any company with a Customer lifecycle stage, and automatically send a billing-related email to all associated contacts with a Billing contact label.
  • Create a contact-based workflow to enroll any contact who recently submitted a specific sales form, and automatically set their associated company's Target account value to True if the contact has a Decision maker label.

set-property-association-label-workflow

To use association labels in a workflow:

  • Create a contact-based or company-based workflow.
  • Click the + plus icon to add a workflow action.
    • If you're creating a workflow to edit a property value, select Set a property value, Copy a property value, or Clear a property value.
      • In the right panel, click the Target property type dropdown menu, and select Company if you're creating a contact-based workflow, or Contact if you're creating a company-based workflow.
      • Click the Association label dropdown menu and select the label to filter by. When a record is enrolled in the workflow, this action will only update the property for their associated records if the selected label is used to describe the contact-company association.
      • Depending on the action you chose, use the dropdown menus to select your properties.
    • If you're creating a company-based workflow to send an email to associated contacts, select Send email.
      • In the right panel, click the Association label dropdown menu and select the labels to filter by. To send the email to all associated contacts, select All contacts. 
      • Select an email. When a company is enrolled in the workflow, the email will only be sent to their associated contacts if the selected labels are used to describe the contact-company association.
association-label-workflow
  • Click Save.