HubSpot Hack: Mastering the Contact-Company Connection for Better CRM

Navigating the world of CRM can feel like herding cats, especially when your contact and company data live in separate silos. A HubSpot user recently ran into this very challenge, sparking a helpful discussion in the HubSpot Community. The original poster was looking for a way to view contact details alongside their associated company information within HubSpot, finding the separate pages a bit confusing.

Unlocking the Unified View: Solutions from the Community

Fortunately, the HubSpot community is always ready with solutions. One respondent offered several approaches to tackle this issue, each catering to different needs and levels of customization.

1. Custom Reports: Your Data Storyteller

The first suggestion involved leveraging HubSpot's custom report builder. This powerful tool allows you to create tables that pull in data from both contact and company objects, presenting them side-by-side. Here's how to get started:

1. Navigate to Reports in your HubSpot portal.
2. Select Custom Reports Builder.
3. Choose to create a Table report.
4. Select both Contacts and Companies as your data sources.
5. Drag and drop the desired properties (e.g., contact name, email, company name, industry) into your report.
6. Customize the report to your liking and save it.

This approach is great for getting a comprehensive overview of your data and identifying trends.

2. Sync Properties: Bridging the Gap

Another option involves making certain company values available as contact properties through sync properties. This effectively copies data from the company record to the contact record, allowing you to view key company information directly on the contact's page. To set up sync properties:

1. Go to Settings > Data Management > Properties.
2. Find the contact property you want to sync.
3. Edit the property and enable the Sync from company option.
4. Select the company property you want to sync from.
5. Save your changes.

However, the respondent cautioned against overdoing this, noting that it's important to respect HubSpot's data model where contact and company information naturally reside in separate objects.

3. Customize the Contact Record: The Quick View

For a quick view of company information within a contact record, you can customize the record layout. This allows you to add a card in the middle section displaying key details from the associated company.

1. Go to Settings > Objects > Contacts.
2. Select Record Customization.
3. Customize the middle section to include a card with company information.
4. Choose the company properties you want to display in the card.
5. Save your changes.

ESHOPMAN Team Comment

We at ESHOPMAN think this is a common challenge for HubSpot users, especially those running e-commerce businesses. While HubSpot's data structure is logical, sometimes you need a more unified view for efficient workflows. Customizing the contact record layout is a great starting point, but don't underestimate the power of custom reports for deeper analysis. For e-commerce businesses, consider syncing key company properties like total order value or last purchase date to the contact record for a more complete customer profile.

Ultimately, the best approach depends on your specific needs and how you intend to use the data. Experiment with these different methods to find the solution that works best for your team. By tailoring your HubSpot setup, you can unlock valuable insights and streamline your workflows, leading to better customer relationships and, ultimately, more sales.