Adding Companies to HubSpot CRM: A Step-by-Step Guide

Adding companies to your HubSpot CRM is crucial for organizing and managing customer data effectively. In this step-by-step guide, we'll show you how to create companies manually and automate company creation based on email domains. You'll also learn how to manage company-based lists and discover advanced tips for maintaining a clean and efficient CRM.

Introduction to Adding Companies in HubSpot

Adding companies to your HubSpot CRM is essential for organizing and managing customer data effectively. By creating company records, you can:

• Group contacts from the same organization together
• Track interactions and deals associated with each company
• Gain insights into the health and potential of your business relationships

In HubSpot, there are two main ways to add companies:

1. Manual creation: Manually enter company details one at a time
2. Automatic creation: Let HubSpot automatically create companies based on contact email domains

The method you choose depends on your specific needs and preferences. Manual creation gives you more control over company data, while automatic creation saves time and ensures consistency. In the following sections, we'll explore both approaches in detail, so you can decide which works best for your business. For more tips on improving your sales process, check out sales prospecting tools.

Creating Companies Manually in HubSpot

To manually add a company in HubSpot, follow these steps:

1. Navigate to the Companies tab in your HubSpot account
2. Click on the "Create company" button in the top-right corner
3. Fill in the required information, such as company name, domain, and any additional details
4. Click "Create company" to save the new record

When creating a company manually, you can customize the company properties to fit your business needs. This allows you to:

• Add industry-specific properties
• Track key metrics and data points
• Organize companies based on your unique criteria

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To customize company properties, go to Settings > Properties > Companies. From there, you can create new properties, edit existing ones, and set default values. By tailoring your company properties, you can optimize your HubSpot CRM for your business and provide the insights you need to make informed decisions.

Automating Company Creation and Association

HubSpot can automate the creation and association of companies with contacts based on email domains. This means that when a contact is added to HubSpot with an email address, the system will automatically:

1. Check if a company record exists with a matching domain name
2. If no matching company exists, create a new company record using the email domain
3. Associate the contact with the matching or newly created company

To enable this automation:

1. Go to your HubSpot settings
2. Navigate to Objects > Companies
3. Check the box for "Create and associate companies with contacts"
4. Choose whether to apply the setting to existing contacts or only new ones

You can also automate outreach to improve efficiency.

Keep in mind that automatic association will not override existing company associations on contact records or those imported via a multiple object import. It also will not update company property values on contact records.

Managing Company Based Lists in HubSpot

HubSpot allows you to create and manage company-based lists without using filters. There are two types of lists:

1. Static lists: manually add or remove companies
2. Active lists: automatically update based on set criteria

To create a company-based list:

1. Navigate to Contacts > Lists
2. Click "Create List"
3. Choose "Company Based" list type
4. Name the list and select Static or Active
5. For active lists, set enrollment criteria
6. Save the list

In some cases, the standard list creation methods may not suffice. You can work around this by:

• Combining static and active lists, using a static list's membership as an active list criteria
• Manually adding companies to static lists
• Using workflows to copy active list membership to a static list

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Other tips for managing company lists include:

• Use naming conventions for easy organization
• Set up active lists for common segmentation needs
• Audit and clean up unused or outdated lists regularly
• Use lists in conjunction with company properties for targeted engagement
• Consider scraping data from websites to gather more company information

Advanced Tips and Common Pitfalls

To effectively manage company records in HubSpot, consider these advanced tips:

• Merge duplicate company entries to maintain a clean database
• Integrate third-party data enrichment services to enhance company profiles
• Use workflows to automate company data updates and management tasks
• Leverage custom properties to capture unique company attributes
• Implement data quality processes to ensure accuracy and completeness

Be aware of these common pitfalls when adding and managing companies:

• Inconsistent naming conventions leading to duplicate entries
• Incomplete or inaccurate data entry
• Neglecting to associate contacts with their respective companies
• Overcomplicating company record structures
• Failing to regularly audit and maintain company data

To ensure data integrity and usability:

1. Establish clear data entry guidelines and train users
2. Implement data validation rules where possible
3. Schedule regular data cleanups and audits
4. Use data import tools cautiously and validate before importing
5. Monitor data quality metrics and address issues promptly

While adding a company in HubSpot can be done manually, automating this process with Bardeen can significantly enhance your CRM's efficiency and data accuracy. Automation ensures that your company data is seamlessly integrated into your HubSpot CRM without the need for manual entry, reducing the chance of errors and saving valuable time.

Here are a few examples of automations that can be built with Bardeen:

1. Add a new row to Airtable, when a HubSpot company is created: Automates the process of adding a new row to Airtable with company information once a new company is created in HubSpot, perfect for sales and marketing teams looking to maintain updated records across platforms.
2. Add a new row to Google Sheets, when a HubSpot company is created: Streamlines the addition of new company data to Google Sheets from HubSpot, improving organization and efficiency for teams managing sales prospecting activities.
3. Add a new row to a Coda table, when a HubSpot company is created: Ensures your Coda table is always up-to-date with the latest company information from HubSpot, ideal for sales teams aiming to enhance efficiency and maintain organized records in real-time.

Implementing these automations can help streamline your workflow and ensure that your HubSpot CRM supports your business processes effectively. Get started by downloading the Bardeen app.