Multiple organizations tied to the same person
Comments
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Good news: you are not alone - see this:
Bad news: Pipedrive doesn't consider this feature essential for CRM. (Get it? I don't.)
For Pipedrive is hard core problem to implement this. That's probably why it hasn't done anything in the few years that users have been begging it for this feature.
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Hey, everybody. You've hit a sore spot on Pipedrive. Such a simple thing, and so useful. It solves so many things:
- people changing jobs
- working at multiple companies
- working in a structure (e.g. university > faculty > institute)
- etc etc.
This could all be solved by "One person in multiple organisations" support. Pipedrive knows full well that people have been asking and requesting this feature for years. But apparently it's too much work for them, so they've ignored these requests for years.
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SBNYC, I just peeked and it seems this feature has become a requested requirement as far back a 03/2020 -- maybe farther in other threads, but that is as far as this goes. The answer to your question if this feature is on their roadmap is: not as far as we can tell which probably means 'No.'
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Hi!
Is there an improvement planned for this request?
I cannot understand that your developers and project managers missed that when designing the database
It makes sense to have a bidirectional relationship n to n (merise or uml)
It will really be more useful.
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Hi
This is a feature I would love. Freshsales and Hubspot have this.
I am a member of a networking organisation and I use the custom field to assign the other organisation (the networking group name), however, the Freshworks and Hubspot features are so much better because you are able to see everyone connected to it in a list and able to contact them.
Many of us require multiple organisations for the people we interact with.
Please can we have this added.
Thanks
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I just received an email from Hubspot and, with stiff competition out there, it's efforts like this that have companies leave existing platforms when they feel they are not being listened to -- like on this issue within this thread:
Hey Tom,
Noticed you spoke with my colleague earlier this year and mentioned your team is leveraging Pipedrive (and possibly mailchimp?)
Curious if your team is in love with Pipedrive or if you're considering alternatives for 2024?
A ton of the other leaders I'm speaking with feel like they've outgrown the platform and are looking to make a change next year.
Would it be a terrible idea to have a brief chat to understand how that relationship with Pipedrive is going and if HubSpot can support?
Eva Tinang
BDR
Sales | HubSpot
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Hey, everybody. You've hit a sore spot on Pipedrive. Such a simple thing, and so useful - it solves so many things:
- people changing jobs
- working at multiple companies
- working in a structure (e.g. university > faculty > institute)
- etc etc.
📢Please do not forget to vote up🔺for this feature on the first page of this thread.
To this date, it has absurdly few vote-ups. It should have an estimated hundreds of vote-ups and he only has "26".
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I couldn't find this anywhere and thought I had posted this in past but seems not.
I would like to connect a person to another organisation directly rather than a custom field or other organisation.
Freshworks and Hubspot do this well.
I am in a networking group so a member of my group will be connected to their business and the chapter I am a member of. It means that I can see what deals are done by organisation at two different levels.
The other organisation feature doesn't work for reporting.
Thanks
Purnima
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Feature Suggestion: Multi-Organization Linking for Individual Contacts
This is very common for my clients use case as described below. While workarounds are possible with custom fields, the limitation seem artificial. The example is but one example of the benefits of adding this flexibility. The limitation of the current 1:1 relationship seem very arbitrary.
Feature Suggestion: Multi-Organization Linking for Individual Contacts
Current situation:
It's very common for our sales team to be contacted by individuals from subsidiaries, who do not know that there is a framework agreement with the holding company, and a contact that is responsible for purchasing decisions to apply rebates, etc.
Perhaps this is only a common problem here in Sweden, stemming from our tradition of having very flat/independent corporate structures, where almost anyone can take the initiative to order our products.
Current workflow:
1. Check if the company contacting us is a subsidiary
2. Navigate to the holding company
3. See if there is a contact tagged as procurement officer (CPO) or a just a registered rebate (note)
4. Look for a note or tag that states that this holding company is responsible for procurement decisions for the subsidiary.
Suggested solution:
Make it possible to link a Contact to multiple Organizations.
New workflow:
1. Check if the subsidiary company contacting us has a linked contact in a holding company with the title CPO.
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The problem articulated here is also related to not being able to have a head office -> branch structure.
E.g. Head office has a health and safety manager that is responsible for the 20 branches. We now have to have 21 company records to account for this, plus use the related person field to say that the H&S manager is the same H&S manager across the whole organisation. It's a clumsy solution compared to how other CRMs handle it.
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Why would it be messy? I own multiple businesses and see a use for this. I only have one email address and auto-syncing would have the same effect. just under one business. You would just delete information not needed under each organization.
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Diese Funktion fehlt definitiv, und es gibt zunehmend Personen die In auch kleinen Organisationen verschiedene Funktionen oder unterschiedlichen Geschäftszweigen aktiv sind mit anderen Rollen und dennoch die Kontaktdaten gleich bleiben. Da ist PD dem Markt hinterher
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I'm working with doctors and nurses, who often work in more than one hospital. Being able to link them to both organizations would be very helpful !
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I understand why this would be complicated to set up but I hate seeing the duplicate notification or even having to correct a person's info across different profiles. They can have separate emails linking them to each business, but at least they're the same person.
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Hi - is there any update on this at all Pipedrive?
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I raised this recently with our Customer Success Manager. The response was:
"I understand, I hope this will be released soon, but can't confirm if it will or when. I have stressed the importance of this and created a feature request and looped the product managers in as well."
Although the CS person has probably done their best, I think that from this response we can assume that PipeDrive is not taking this feature request seriously, and if they've really only just created a feature request for it then that's shocking customer service given the age and size of this thread.
Honestly, anyone looking here, please just go to Hubspot and save the pain. They listened to their customers and added this feature. If we started again that's who we'd go with.
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It is shocking that such a basic element of a CRm-system is constantly ignored by Pipedrive while they put time in features we don't need.
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Even at the Enterprise level, Pipedrive still doesn't offer features which are crucial to have in CRM systems. I agree there are many features in PD that serve a small segment of users and are quite useless. While ALL customer needs should be taken into consideration, Pipedrive has a ways to go to become a stronger competitor of the other CRMs in the market. Unfortunately, Pipedrive hasn't built a strong enough case for my company to switch to a higher level subscription. I'm beginning to wonder if Pipedrive is targeting a very specific niche market within the sales community and if this will be the right fit for us in the long term.
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I knew this would come back to bite me. I just sat through a meeting with my client that wanted to solve the problem with them trying to link a person to more than one organization. I explained that it is not possible and that they have to use the related organizations as a workaround. I got a blank stare in return and then a comment that boiled down to WHAT! He really didn't like the related organizations workflow workaround. Pipedrive is awesome but with a few sunspots, this being a big one.
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Hi, everyone, thank you for your continuous feedback on this matter! Please keep it coming, as it is important for our product team to prioritize it accurately against other changes and improvements that are planned for this year.
For added clarity to all of our community members, while this ask seems simple on paper, it would involve a significant change to how all user data is managed. With that in mind, we are carefully looking to understand your reasons for asking to link multiple organizations to one contact.
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So what do you need for us to provide so it can be prioritised?
Is what everyone has listed enough or do you need other information? I know that seeing my clients in their networking groups is really important and Hubspot does that already as does Freshdesk. I am using Hubspot for that because it is easier to use and by syncing emails it updates the cards in Pipedrive. I shouldn't need to do that but it is a workaround that is necessary now because of the multiple organisations, people are connected to.
Let us know what else needs to be provided so it can be prioritised please.
thanks
Purnima
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We have relationships with consultants that work for different customer and prospects of us. So I need to attache those consultants to their own company and the companies they are working for. Sometimes they are working as a consultant for many months at the location of our customer. Besides the emailaddress these consultants have from their own company, they also have an emailaddress from the company they are working for. Therefore we sometimes need to mail them to their own emailaddress and sometimes to their emailaddress at the company they do consulting for. We send email campaigns from pipedrive to customers or to prospects or to consultancy companies. Because a consultant can only be attached to one company they never get the right email on the right emailaddress.
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I REALLY hope you can make this happen Pipedrive.
For our growing business it's imperative that our CRM system allows us to tie multiple organisations to the same contact. And inversely, it's important that the same contact can be the lead "Person" at multiple "Organisations".
eg. Person X is the owner of 4 companies that we will be working with...but every time I add him as a person to the next company he gets kicked off the other one. This just won't work for many reasons. Mainly, accurate data entry. I currently cannot add the CEO to multiple companies we work with as they are already tied to another organisation, so Pipedrive is actually preventing me from accurate record-keeping. The very thing we were told you could help us with.
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Absolutely! Having a true relational database with the power and grace of Pipedrive would be worlds better. Every year, I think about leaving Pipedrive, but for the thought of this changing...
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We need to track relationships of consultants at our customers. One consultant works with many of our customers (organizations). In our case, these are specialists that work at many schools. A very common scenario.
I appreciate you'd be going from 1-to-many to many-to-many. There will be quite a lot of technical and UX considerations, but it's hardly an uncommon scenario to deal with, and very achievable.
Ask yourselves - in the real world, does this sort of many-to-many relationship between individuals and organizations happen a lot? Of course it does, it's incredibly common.
I think you need to bite this bullet otherwise you are severely limiting your market, particularly in businesses of any complexity at all, and probably the ones with more money to spend with you.
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