HubSpot CRM
      Back to home
      1. Knowledge Base / Help Centre
      2. CCC Internal
      3. HubSpot CRM

      Creating a Company Record in HubSpot - Mandatory Contact Association

      To ensure high-quality CRM Data and communications, always associate a least one contact with any new company record created in HubSpot.

      To ensure high-quality CRM Data and communications, always associate a least one contact with any new company record created in HubSpot.

      Why This Matters

      1. Data Quality & Accuracy

        • High-quality data is valid, consistent, and relevant.

        • Unassociated companies lead to incomplete records, duplicate creation, and poor reporting.

      2. 360° View

        • Associating a contact ensures we can see all interactions, emails, calls, deals, and tickets tied to the company.

        • Enables Breeze Intelligence and other HubSpot tools to enrich records.

      3. Compliance & Consent

        • Contact records store opt-in preferences and personal identifiers, required for compliant marketing communications.

      When Creating a Company Record

      1. Search Before Creating

        • Use HubSpot’s search bar to check for existing companies.

        • Avoid duplicates by checking for variations in company name and domain.

      2. Add the Contact First (Preferred)

        • Create or locate the contact record in HubSpot first.

        • Include First Name, Last Name, Email (must be valid).

        • HubSpot will auto-associate the contact with a matching company domain.

      3. If Creating the Company First

        • Populate key company properties:

          • Company Name

          • Company Domain Name (mandatory to enable deduplication)

          • Industry, City, Country (if known).

        • Immediately add at least one primary contact by:

          • Clicking "Add Contact" in the right-hand sidebar of the company record.

          • Selecting existing or creating a new contact.

      4. Validate Associations

        • Confirm that the contact appears under the "Contacts" section in the company record.

        • Ensure the contact has the correct role/title for context.

      ✅ Do:

      • Always use the company domain field for accurate deduplication.

      • Check for existing records before creating new ones.

      • Add at least one decision-maker or main point of contact.

      ❌ Don’t:

      • Leave company records without an associated contact.

      • Use generic placeholders (e.g., “info@company.com”) unless no other email is available.

      • Import company data without a contact plan.