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Automatically create and associate companies with contacts

Last updated: August 3, 2021

Applies to:

All products and plans

You can allow HubSpot to associate contacts with companies by matching the domain in a contact's Email value to the company's Company domain name value. For example, a contact with the email address "sandra@example.com" will be associated to the company with the Company domain name "example.com."

With the setting turned on, if a company record doesn't already exist, HubSpot will automatically create a company record and populate it with information from HubSpot's database.

If the contact has a freemail email account (e.g. gmail.com, yahoo.com), HubSpot will also look at the contact's Website URL property to attempt to match the contact with a company's domain name.

Please note: turning this setting on will associate both current contacts and newly added contacts with companies. If a contact has an associated company that is different from their email address domain, the setting will not override the existing association. It will also not update or sync company property values to contact properties (i.e. Company Name).

Turn on automatic association between contacts and companies

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • In the left sidebar menu, navigate to Objects > Companies.

  • In the Automation section, select the checkbox to Create and associate companies with contacts.

create-and-associate-companies-with-contacts
  • To allow HubSpot to create new company records and associations based on your existing contacts' email addresses, click Yes.

retroactively-create-company-records

  • HubSpot will begin retroactively creating company records and associating existing contacts based on their email addresses. Moving forward, HubSpot will automatically associate companies and new contacts based on their email address.

Exclude specific domains from automatic association

You can exclude up to 1000 domains from automatic association. 

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • In the left sidebar menu, navigate to Objects > Companies.

  • Under the Create and associate contacts and companies checkbox, click Exclude a domain out of automatic association.

exclude-domain-from-automatic-associations

  • In the dialog box, in the Opted out domains field, type the domain(s) to exclude them from automatic association, then click Save.

  • To remove an existing opted out domain, click the X to the right of the domain, then click Save.

Please note: if you remove a domain from the Opted out domains list and want it to be automatically associated moving forward, you will need to turn off automatic association and turn it back on by clearing and reselecting the Create and associate companies with contacts checkbox.