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

How to Add Company in HubSpot

Adding a company in HubSpot is a straightforward process that can significantly enhance your CRM's organizational structure, allowing for a more efficient management of your business relationships. Whether you're setting up your HubSpot CRM for the first time or looking to streamline your existing database, understanding the various methods to add companies is crucial.

Automating company addition in HubSpot with Bardeen can significantly enhance your CRM efficiency. Try it now!

Manual Creation of Companies

To manually create a company in HubSpot:

1. Navigate to Contacts > Companies in your HubSpot account.
2. Click on Create company in the upper right corner.
3. In the right panel, fill in the company's properties such as name and domain name. Additional fields will appear based on the information entered. To customize which properties appear, click Edit this form at the top.
4. In the Associate company with section, search for and select records the company is related to. To customize the associations that appear, click Edit this form at the top.
5. After filling in the company information, click Create at the bottom. If you wish to create another company immediately after, click Create and add another.

Once a company record is created, it can be accessed from your companies index page, allowing you to view and edit the record as needed.

Automatic Creation and Association of Companies

HubSpot can automatically create and associate companies with contacts based on the contact's email domain. This feature matches the domain in a contact's email with the company's domain name, streamlining the process of building your company database.

To enable automatic association:

1. Click the settings icon in the main navigation bar of your HubSpot account.
2. Navigate to Objects > Companies.
3. In the Automation section, select the Create and associate companies with contacts checkbox.
4. In the dialog box, choose whether to allow HubSpot to create new company records and associations based on your existing contacts' email addresses. Click Yes to apply this retroactively or No to apply only to new contacts.

You can also exclude specific domains from automatic association by navigating to the same section and clicking Exclude a domain out of automatic association. Enter the domains to exclude and click Save.

HubSpot CRM Setup

Setting up your HubSpot CRM involves more than just adding companies; it includes integrating your email, creating filters, and importing existing data. An effective setup ensures that your CRM supports your sales process, holds all necessary information, and clearly dictates lead ownership and territory management. Cleaning your data before migration and developing contingency plans for possible errors are essential steps in moving data into your CRM.

For a successful CRM implementation, understanding your sales process, customizing fields, and ensuring clear rules for lead ownership are crucial. This foundational work ensures that your HubSpot CRM effectively supports your business processes and growth.

Maximize your CRM's potential by integrating HubSpot with Salesforce, LinkedIn and Slack for a more connected and efficient workflow.

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.