Create a company

1. In HubSpot, navigate to CRM —> Contacts → Companies.
2. Click Create company in the top right corner.
3. Fill in the following fields:
   

   Required fields (must be filled in):

   • Company Name
   • Billing Country

   Other fields to complete (when known):

   • Company Domain Name → The company’s main website domain.
   • Ownership → Select the correct ownership type (e.g., Public, Private, Subsidiary).
   • No. of Settings → Only update if the company is a parent organization.
   • No. of Places → Add if known
   • Company Owner → Assign to the responsible sales rep

Company Associations

Associating companies correctly is important for reporting and hierarchy.

If creating a Child Company

• Associate the child record with its Parent Company
• Add the association label → “Child Company.”
  
  

If creating a Parent Company

• Associate the parent record with its Child Companies (if they exist in the system)
• Add the association label → “Parent Company.”

Best Practices

• Always check if the company already exists in HubSpot before creating a new one (to avoid duplicates).
• Use consistent company naming (official name, no abbreviations unless standard).
• Confirm the parent/child relationship before saving — incorrect associations can break reporting.