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BETA

Associate multiple companies with a contact, deal, or ticket and use association labels (BETA)

Last updated: September 10, 2021

In Beta

Applies to:

All products and plans

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

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

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

Please note:

  • 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).
  • You can have up to 10 association labels for associations between each object pair.

Associate another company record with your record

To associate your contact, deal, or ticket with another company record on desktop:

  • Navigate to your records:
    • Contacts: In your HubSpot account, navigate to Contacts > Contacts.
    • Deals: In your HubSpot account, navigate to Sales > Deals.
    • Tickets: In your HubSpot account, navigate to Service > Tickets.
  • Click the name of the record 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 record. Click the Associate new tab to create and associate a new company.
  • To replace the existing primary company with the company you are associating, select the Replace [company] as [record's] primary company checkbox.
  • 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 record and the company, click Manage labels to create a new label.
  • If you want to associate additional companies to the record at the same time, click Associate another company.
  • Once done, click Update.

To associate your record with another company record in the HubSpot mobile app:

  • Open the HubSpot app on your device.
  • Navigate to your records:
    • In the bottom navigation menu, tap Contacts.
    • In the bottom navigation menu, tap Deals.
    • If you're using the Android mobile app, in the bottom navigation menu, tap More, then tap Tickets.
  • Tap the name of the record 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

Edit company associations

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

To edit associations on desktop:

  • Navigate to your records:
    • Contacts: In your HubSpot account, navigate to Contacts > Contacts.
    • Companies: In your HubSpot account, navigate to Contacts > Companies.
    • Deals: In your HubSpot account, navigate to Sales > Deals.
    • Tickets: In your HubSpot account, navigate to Service > Tickets.
  • Click the name of the record 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 the company association primary. In the dialog box, select the checkbox and click Update. This primary association will be the associated company shown in the records index pages, and be referenced by lists, workflows, cross-object reports, and personalization tokens.
    • Remove as primary: select to remove this company 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 a primary company, use the dropdown menu to choose a new primary company.

To edit associations in the HubSpot mobile app:

  • Open the HubSpot app on your device.
  • Navigate to your records:
    • Contacts: In the bottom navigation menu, tap Contacts.
    • Deals: in the bottom navigation menu, tap Deals.
    • Tickets (Android only): in the bottom navigation menu, tap More, then tap Tickets.
  • Tap the name of the record you want to edit associations for.
  • Tap the Associations tab.
  • 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 company association primary. In the pop-up box, tap Update.
    • Remove as primary: select to remove this company 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 record, but will no longer be primary.
    • Remove association: select to remove the association from the record. Tap Remove again to confirm. If the association you’re removing is a primary company, 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 all associated records (e.g., a contact can be Manager and Billing contact at one company, but also Former employee at another company). You can create up to 10 labels per object pair.

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 the object you’d like to create an association label for.
  • Click the Associations tab.
  • Click Create association.
  • In the right panel:
    • Click the Associate [Objects] with dropdown menu, then select the other object you're creating the association label for.
    • In the Association label field, enter the name of the label you want.

create-association-label

  • At the bottom, click Create.
  • Once the label has been created, return to your 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 associations in HubSpot tools

Once you've associated multiple companies to your records, or created association labels to describe relationships between records, you can filter by these associations in HubSpot tools such as lists and workflows.

Please note: association labels are not supported for use in custom reports or sync via the HubSpot-Salesforce integration.

Filter by associations in lists

When creating a contact or company-based list, you can filter your records based on any of their associations, or their primary company associations. Users in Professional and Enterprise accounts can also filter by association labels.

  • Create or edit a list.
  • Select the [Object] properties filter that corresponds to the associated object. For example, if you're creating a contact list and want to set criteria based on company associations, you would select Company properties.
  • Select a property to filter by, set your criteria, then click Apply filter.
  • By default, the list will include records when any associated records of that object fit the criteria. To set your criteria based on primary associations or an association label, click the Any [object] dropdown menu: 

association-label-in-list (1)

    • Select Any [object] to filter based on all associated records of that object type (e.g., the list would include a contact when any of their associated companies meet the criteria).
    • Select Primary [object] to filter based on only the primary associated record (e.g., the list would include a contact only if the primary associated company meets the criteria).
    • If you're in a Professional or Enterprise account, in the With label section, select a label to filter based on only associations that use the selected label (e.g., the list would include a contact only if they have an associated company with that label and that company meets the criteria).
  • Once you're done setting list criteria, in the top right, click Save list.

Use associations labels in workflows (Professional and Enterprise only)

Once you've created association labels, you can use them to trigger enrollment and certain actions within workflows.

Workflow enrollment criteria and if/then branches

You can use association labels in company, deal, or ticket-based workflows when setting enrollment triggers and triggers for if/then branches. Association labels are not supported for triggers in contact-based workflows.

To set triggers based on association labels:

  • Create a workflow
  • In the workflow editor:
    • To set enrollment triggers, click Set enrollment triggers. 
    • To create and if/then branch, click the + plus icon to add a new action, then in the right panel, select If/then branch.
  • In the right panel, select a filter type. Select the associated object that has the property you want to use.
  • Select a property, set your criteria, then click Apply filter.
  • By default, workflow enrollment will be triggered based on the associated Primary company for company filters,
    and will be based on all associated records for contact, deal, or ticket filters. To set which specific associations the criteria should apply to, click the Primary company or All [objects] dropdown menu.

association-label-workflow-trigger

  • In the dropdown menu, select an association label. The workflow will only enroll a record if their associated records fit the criteria and have the selected association label.
  • Once you're done setting your triggers, at the bottom, click Save.

Workflow actions

You can also use association labels in contact, company, deal, or ticket-based workflows to trigger the following workflow actions: Send email (Company-based workflows only), Set a property value, Copy a property value, and Clear a property value.

To use association labels in a workflow action:

  • Create a workflow
  • To add a workflow action, click the + plus icon.
    • 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 the associated object for which you're editing a property. 
      • 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 associated records if the selected label is used to describe the association.
set-property-association-label-workflow
    • If you're creating a company-based workflow to send an email, 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
  • At the bottom, click Save.