Associating existing People and Organization contacts

  • 12 August 2022
  • 2 replies

Userlevel 1

We have a person contact for their personal tax stuff.

We also have an org already in our system owned by someone else.

That personal contact buys the org.

How do we now associate the existing personal contact with the existing org contact?

Follow up question, and really at the heart of the matter, how does one create a Zapier task to create both a personal contact and an org contact at the same time and have them be associated with one another?


Best answer by DianeK 12 August 2022, 20:23

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2 replies

Userlevel 7
Badge +13

If you add the organization to the individual’s contact as an additional contact card on the details page, you will have them linked together.  You can also add the individual’s email to the organization’s contact detail.  It will ask you who is the primary contact for the email when assigned to more than one contact.  We always leave the owner of the email as the individual.

You don’t have to have two cards, but sometimes it is nice to have the individual’s card and the organization card separate.

Userlevel 7
Badge +19

We have person contacts for every person with whom we interact. The person contacts are associated with the org contacts on the details page. It works well for us.