Automatically create and associate companies with contacts

HubSpot can automatically 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. A company record will be created for each unique domain, including subdomains (e.g., @example.com and @info.example.com will result in two different company records).
• 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.
• Both current contacts and newly added contacts will be associated with companies.

Automatic association will not occur in the following scenarios, even with the setting turned on:

• 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).
• If you create contacts via a multiple object import that associates contacts and companies, the setting will not override the imported associations. Even if you don't include an associated company record for a contact record in the multiple object import, the setting will still not create a company for that contact.
• If multiple companies have the same Company domain name value, contacts with emails containing that domain will be automatically associated with only one company, not all of the companies. It is not possible to select which company the contacts should be automatically associated with, so you may need to manually update these associations after the contacts are created.

Turn on automatic association between contacts and companies

• In your HubSpot account, click the settings settings icon in the main navigation bar.

• In the left sidebar menu, navigate to Objects > Companies.

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

• In the dialog box, choose whether or not to allow HubSpot to create new company records and associations based on your existing contacts' email addresses:

  • Click Yes to retroactively create company records and associate existing contacts based on their email addresses. Both existing and new contacts will be automatically associated with companies based on their email address.

  • Click No to apply the setting only to new contacts. Existing contacts will not be affected, but moving forward, any new contacts you create will automatically be associated with companies 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 settings icon 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.

• In the dialog box, in the Opted out domains field, enter 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.