The company record in HubSpot is where your team tracks everything about an organization: its associated contacts and open deals, along with a full timeline of every interaction. For B2B teams working with multiple stakeholders at the same account, the company record is the central workspace your team will return to every day.
Go to CRM > Companies > Create company. Add the name and domain. HubSpot automatically associates existing contacts whose email domain matches the company domain you enter.
Click “Edit properties” on the left side of the company record. Choose the 10 to 15 fields your team checks most often and arrange them in priority order. All other properties remain accessible through “View all properties.”
Use the associations panel on the right side of the record. Link every relevant contact at the organization and every open deal. This gives your team a complete view of the relationship from a single screen.
The timeline pulls together every call log and email from associated contacts, along with meeting notes. Use the activity type filter to focus on what matters before a call or renewal conversation.
What is a company record in HubSpot?
A company record is a CRM object that represents an organization. It stores the standard company data your team needs alongside a full interaction timeline, with associations to contacts and deals built in.
HubSpot creates company records automatically when contacts are enrolled. If a contact’s email domain matches an existing company record, HubSpot associates them without any manual action. You can also create records manually or import them in bulk from a spreadsheet.
How does the company record differ from the contact record?
The contact record tracks an individual person. The company record tracks the organization they belong to.
In B2B sales, a single deal often involves several contacts at the same company. Keeping all of them associated to one company record lets your team see the full relationship at a glance rather than piecing together activity from separate contact records. If you manage B2C relationships, company records are less central. For B2B sales and account management, the company record becomes the primary workspace.
What properties appear on the company record by default?
HubSpot includes a standard set of company properties out of the box, covering company identity and financial data alongside location and lifecycle stage. You can extend these with custom fields to capture anything specific to your business.
For example, a SaaS company might track contract renewal date and product tier on the company record. A logistics firm might track fleet size and primary warehouse region. The right properties depend entirely on what your sales and account management team needs to know at a glance.
See the HubSpot custom properties guide if you need to add fields beyond the defaults. Property groups help keep the record organized when the number of custom fields grows.
How do associations work on a company record?
Company records connect to contacts and deals, with optional associations to tickets and other company records. Each association type has its own panel on the right side of the record.
One company can have multiple contacts and multiple deals simultaneously. This is common in enterprise sales, where several deals at different pipeline stages may be open with the same account at the same time.
HubSpot also supports parent-child company relationships. If you work with regional branches and their parent organizations, you can link a subsidiary to a parent company to reflect the actual corporate structure. This relationship is visible on both records and carries through to reporting.
For more on how to define relationship types between objects, see the HubSpot association labels guide.
What does the company timeline show?
The timeline on a company record aggregates activity from all associated contacts. Every call log and email from associated contacts appears here in chronological order, along with meeting notes.
This matters most during account handoffs and renewals, particularly when a deal spans multiple contacts. Instead of checking five separate contact records, your team can review the full account relationship from one place in a few minutes.
The activity filter at the top right of the timeline lets you narrow to specific interaction types. For a quick pre-call review, filter to calls and emails logged in the past 30 days.
Can you track account health from the company record?
Yes. Workflows triggered by company property values are a straightforward way to flag accounts that need attention. Common examples:
- If the last activity date on a company is more than 30 days ago, create a task for the account owner to follow up.
- If annual revenue exceeds a threshold and lifecycle stage is still “Lead,” enroll the company in a high-priority outreach workflow.
- If a custom “contract expiry” property is within 60 days, send a notification to the account manager.
For B2B teams using Sales Hub, HubSpot’s target accounts feature adds an ICP tier label to company records. This helps prioritize outreach across the portfolio.
How do you keep company data clean over time?
Company records accumulate duplicates and outdated data. A few practices that keep them in good shape:
- Use HubSpot’s built-in deduplication tool to find and merge duplicate company records. Access it under Contacts > Actions > Manage Duplicates.
- Set required fields on company creation forms so records are never saved without a domain name. A domain is the key field for auto-association and deduplication logic.
- Use workflows to auto-populate fields like country or industry when they are missing, using the domain as the source.
For teams migrating from another CRM, map fields carefully before importing. A poorly mapped import creates cleanup work that takes months to resolve. The HubSpot data quality guide covers the full approach to maintaining clean records at scale.
Frequently asked questions
Can one contact belong to multiple companies?
Yes. HubSpot allows a contact to be associated with more than one company record. The primary company is used for reporting, but secondary associations are visible on the contact record and carry through to the activity timeline.
Is the company record available on the free HubSpot plan?
The core company record object is available on all plans including the free CRM. Some features require paid tiers, including company scoring and ICP labels; advanced association types also need a paid account.
Can workflows be triggered by company property changes?
Yes. You can enroll companies into workflows based on property values or property changes. The enrollment logic works the same way as contact-based workflow enrollment.
How do you find all companies without a recent activity?
Create a company list filtered by “Last activity date is more than 30 days ago” and lifecycle stage is “Customer” or “SQL.” This list updates automatically and gives your team a standing view of accounts that need attention.
This is an independent informational resource produced by a HubSpot Platinum Partner. HubSpot is a trademark of HubSpot, Inc.
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