Associating Companies

This article will walk you through how to associate a company to a contact

1. Go to your Contacts page in HubSpot

2. Search for and click on a contact's name that you know the company, and the location of the office (if applicable) they are at. For instance, John Doe, USI - Los Angeles, CA

          *This shows the company, and which office location John Doe is at, which is important for the software that ClaimDOC uses. DO NOT add the contact to a location without confirming through Sales Navigator, ZoomInfo, etc. 

3. When you select a contact, the page will display all information. On the upper right-hand side, there is a Companies (0) dropdown with +Add next to it, select this option.

4. From here, you should type in the search bar for the company and location that the contact belongs to. For instance, If John Doe works at USI in Los Angeles, CA, type "USI Los Angeles" and it will appear. 

5. Click the checkbox to select the company/location. For companies with multiple locations, please make sure to select the correct location. If you cannot determine the specific office location, use the HQ (parent company) in the interim. If you do not see the location you need listed, please reach out to hubspot@claim-doc.com and we will create it for you. 

6. Select Next at the bottom right

7. Then click Save at the bottom right 

8. You should now see that the company has been associated with the contact.