In HubSpot, you have the ability to associate companies in a parent-child relationship. You can add parent or child companies on a record manually, or in bulk through an import.
Each parent company can have up to 10,000 associated child companies, but a child company can only be associated with one parent company.
Add or remove parent and child companies on an individual record
To add or remove parent or child companies on an existing company record:
- In your HubSpot account, navigate to Contacts > Companies.
- Click the name of the company you want to edit.
- In the Related companies section in the right panel, click Add parent company or Add child company.
- If you selected Add parent company, in the dialog box, search for the company you want to add, then click Select. The parent company will be shown in the right panel, under Related companies.
- If you’ve selected Add child company, in the dialog box, search and select the checkboxes of the child companies you want to add to the current company record. Once you've selected the companies, click Done. All child companies will be shown in the right panel, under Related companies.
- To remove an existing parent or child company, in the Related companies card, hover over the company, then click X. In the dialog box, click Remove to confirm.
Import to associate child and parent companies in bulk
You can add child companies to parent companies in bulk through an import. The parent companies must already exist in your CRM before you import the child companies. Prior to importing, learn more about how to properly set up import files.
- Get the Record ID values of the existing companies you want to be parent companies. You can find this by searching Record ID on an individual company record, or in bulk by exporting the companies.
- Create an import file containing the child companies.
- In the import file, include a column with the header Parent company. For each row containing a child company, add the Record ID value of their parent company in the Parent company column.
- Import the file.
- On the Map columns in your file to company properties screen, ensure the Parent company column is mapped to the Parent Company property. If not automatically mapped, click the dropdown menu in the HubSpot Property column, then select Parent Company.
- Finish the import. The imported companies will be added to your CRM and will be included as child companies on the parent company records.
Frequently asked questions
Can I create more than one level of parent-child relationships?
Yes, you can create multiple levels of parent-child relationships. However, only the immediate parent and child companies of the record you are on will appear in the Related companies section.
Does this work with the SFDC integration?
No. If you associate two companies in a parent-child relationship in HubSpot, that relationship will not sync to Salesforce. It is also not possible to sync that relationship from Salesforce.
Parent-child relationships do not affect the automatic association setting. If you have multiple companies with the same domain name and you add a contact with an email domain that matches the company domain name, HubSpot will associate that contact with the oldest company in your database. Whether that company is a parent or child does not impact this behavior.
Is there any data transfer between parent and child companies?
No. All associated contacts and deals, as well as all activities logged on the company records, will remain on the company record. There is no data sync between parent and child companies and no data will roll up to the parent company.
Are deals automatically associated with child companies?
No. Deals that are associated with the parent company are not automatically associated with the child company, and vice versa. This applies to deals that were associated before the parent-child relationship, as well as deals associated with the parent company after the child company is added.