Hi all,\u00a0<\/P>
My company is using Contacts as the main record for our users. Eg when a user registers in our platform becomes automatically a Contact in HubSpot. All of our sales teams work only with Contacts and Deals. We now want to leverage Companies as well for 2 main reasons:\u00a0<\/P>
1. Our users can have multiple contact people or accounts that are now disconnected around the portal. They can move under a Company and be associated\u00a0<\/P>
2. We want to use a specific tool for contracts and we need the Company object that will be overarching to the secondary contacts, to be the main object that contracts live.<\/P>
\u00a0<\/P>
We have almost 3 milllion contacts in HubSpot and the plan is roughly to create a Company for every contact, and if more contacts are related, associate them under 1 Company.<\/P>
\u00a0<\/P>
Main risk I see here:\u00a0
If we use an automation to create a Company for every Contact, how can I correctly manage the secondary contacts that will always create a company (through workflows)? I have thought of deleting records if that occurs but it seems quite manual\u00a0<\/P>
\u00a0<\/P>
Has anyone been through a similar migration and are there any tips that could help me?<\/P>
\u00a0<\/P><\/p>\n","protected":false},"excerpt":{"rendered":"
Hi all,\u00a0My company is using Contacts as the main record for our users. Eg when a user registers in our platform becomes automatically a Contact in HubSpot. All of our sales teams work only with Contacts and Deals. We now want to leverage Companies as well for 2 main reasons:\u00a01. Our users can have multiple […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[14],"tags":[],"_links":{"self":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/876"}],"collection":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/comments?post=876"}],"version-history":[{"count":1,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/876\/revisions"}],"predecessor-version":[{"id":877,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/876\/revisions\/877"}],"wp:attachment":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/media?parent=876"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/categories?post=876"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/tags?post=876"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}