Training | HubSpot | How to Add an Associated Company to a Contact

Purpose

This training explains how to add an associated company to a contact in HubSpot.
Learners will understand how to connect contacts to their correct company records and assign an association label (e.g., Primary Member or Team Member) to ensure accurate CRM relationships and reporting.

Training Content

1. In HubSpot, navigate to the Contacts page.

2. Locate the contact you want to update (e.g., by searching their name).

3. Click into the contact record to open their profile.

4. On the right-hand side, find the Companies section.

5. Click Add to associate a company with this contact.

6. In the search field, type the company name the contact should be linked to (e.g., Test Dental Company).

7. Select the correct company from the results list.

8. Click Next.

9. When prompted, click Add Association Label to define the relationship type.

10. Choose the appropriate label:

    • Primary Member

    • Team Member

11. Click Save to confirm the association.

12. Verify that the company now appears in the contact’s record under the Companies section.

Video Walkthrough:

https://drive.google.com/file/d/1PpwS6MLtJICXAZqJqqLvVVWaIr9ye5xX/view

Ownership

Technology Manager