topic Re: Contact "referral source" in Lists, Lead Scoring & Workflows

Contact "referral source"

sgagliano — Thu, 11 Apr 2019 20:15:32 GMT

How can I relate one contact to another contact that referred it?

Use case:

If Jill referred me to Jack, I wanted to add a property "Referred by" that would lookup other contacts, and enter Jill as that value on Jack's contact record.

I want to add a custom property that is a lookup field of other contacts (that is apparently not available).

Anyone?

Re: Contact "referral source"

ConnorSlivensky — Thu, 11 Apr 2019 20:59:58 GMT

You'd have to create two custom properties, one that holds a unique code for each contact and another that holds the code of the person that referred them.

This blog should walk you through it fairly easily.

https://blog.hubspot.com/customers/how-to-generate-leads-from-referral-contest

Re: Contact "referral source"

sgagliano — Thu, 11 Apr 2019 22:10:01 GMT

Can I just use the Hubspot "Contact ID", that displays on exports, as the "Referring Contact Code" (step 1 in the blog post)?

Re: Contact "referral source"

ConnorSlivensky — Fri, 12 Apr 2019 13:53:52 GMT

I'm not sure. A quick Google search is saying (as of 2018) that the contact ID is only retreivable through the API and so wouldn't be able to be used in the tools you'd need for the program (lists,workflows ect)

Re: Contact "referral source"

rissole2390 — Fri, 19 Apr 2019 08:17:01 GMT

How would you do this simply if we used the Jack/Jill example? Not on scale like you are describing. The end goal is to run a report that I can see where my referrals have come from.

Re: Contact "referral source"

sgagliano — Fri, 19 Apr 2019 16:15:26 GMT

I was thinking the results of a query for contacts where referral partner is known, including the contact name field and the referral partner field, and then a pivot on referral partners.

I think this could be submitted to hubspot as a recommendation for product enhancement.

Re: Contact "referral source"

ConnorSlivensky — Fri, 19 Apr 2019 17:03:27 GMT

@rissole2390 unfortunatly the link I provided is the only way I could think to pull this off.

@Phil_Vallender @MFrankJohnson any ideas?

But I do agree there should be an easier solution built in. @sgagliano if you post it to the Ideas Board there's a better chance the dev team will see it. Let me know if you do and I'll upvote it and I'm sure others will too. I've seen this request come up a couple of times now.

Re: Contact "referral source"

rissole2390 — Fri, 26 Apr 2019 11:31:33 GMT

I think here is where someone has posted already. Definitely needs more upvotes though.

https://community.hubspot.com/t5/HubSpot-Ideas/Linked-Referral-Sources-to-Deals-Just-like-Contacts/idi-p/83307

Re: Contact "referral source"

MFrankJohnson — Mon, 29 Mar 2021 21:57:43 GMT

Q: How can I relate one contact to another contact that referred it?
I want to add a custom property that is a lookup field of other contacts (that is apparently not available). ?

Short A: Contact-to-Contact relationships do not exist in HubSpot. Nor does HubSpot have any ability to build these relationships within the platform directly -- see HubSpot ERD (March 2019) for confirmation.

Longer A:

Long ago, we implemented a drop down list of HubSpot users as a referral solution for a client only to learn that it quickly became unmanageable due to human error. Since then, we only use Single Line Text fields for this purpose.

Single Line Text fields still allow many issues (including human error). However, Single Line Text fields don't 'break' things as is the case with dropdowns when their options are changed on live records.

Re: Contact "referral source"

Dan1 — Wed, 16 Sep 2020 11:25:28 GMT

Hi @sgagliano ,

We also tried to figure this out recently and came to the same conclusion which @MFrankJohnson suggested. It's a little more manual but it is working for us. I put together a quick video which details how we set it up. I hope this helps.

Dan Currin

Co-Founder

OrgChartHub

GeoMapper

OrgChartHub & GeoMapper named in the Top 30 HubSpot Apps

Re: Contact "referral source"

mb02 — Wed, 18 Nov 2020 00:15:19 GMT

Hey Dan, this has worked a treat for me as a workaround.

Fingers crossed HubSpot will build a referral source solution in, but for now this will keep me going.

Thanks so so so much!

Re: Contact "referral source"

Dan1 — Wed, 18 Nov 2020 13:58:12 GMT

Hi @mb02 ,

Thanks for taking the time to message, really pleased you found it helpful.

Kind Regards,

Co-Founder

OrgChartHub

GeoMapper

OrgChartHub & GeoMapper named in the Top 30 HubSpot Apps

Re: Contact "referral source"

NKrneta — Mon, 29 Mar 2021 07:27:41 GMT

Hi, we are having the same issue, and we wanted to use this solution, but this blog link seems unavailable.

Do you maybe have the correct link?

If not, my question is how do you create a unique code property, preferably automatically.

Re: Contact "referral source"

GCascais — Tue, 11 May 2021 16:02:35 GMT

Hi there,
Unfortunately the link to the blog doesn't work anymore. Can you update it please?

Re: Contact "referral source"

BradOliver — Wed, 23 Jun 2021 17:04:50 GMT

Thanks @Dan1 The video was very helpful. 🍻

Re: Contact "referral source"

JennL — Mon, 23 Aug 2021 19:48:43 GMT

What about how-can-i-add-a-parent-or-child-company-to-an-existing-company-record

"Can I create more than one level of parent-child relationships?
Yes, you can create multiple levels of parent-child relationships. However, only one level of the hierarchy will appear in the Related companies section: the immediate parent and child companies of the record you are on."

I feel like Hubspot could easily (in a: the field mapping process already works sense) duplicate the parent-child field association to use as a new referred by field.

Its crazy that we have to still do a work around manual process that includes a link, Thats not great for reporting on.

-Jenn

Re: Contact "referral source"

MFrankJohnson — Mon, 23 Aug 2021 20:16:47 GMT

Interesting discovery about the 'linkability' of a single-line text property that contains more than a URL, Dan. As usual, you continue to push the boundaries. 😎

Re: Contact "referral source"

Alejosanchez — Tue, 19 Oct 2021 17:57:08 GMT

Hi community,

I would like to share with you the next Linkedin´s Blog from our Senior Solutions Engineer @jackcoldrick

Here he explains how you can create a referral program with all the processes optimized.

Hope this information will be useful for all of you!

Re: Contact "referral source"

ddinsio — Fri, 19 May 2023 15:06:15 GMT

Very helpful! This is awesome @Alejosanchez