topic How best to represent contacts who are part of a membership organization in Tips, Tricks & Best Practices

How best to represent contacts who are part of a membership organization

WFoster8 — Mon, 19 May 2025 15:58:40 GMT

Hi,

We have a series of memberships unqiue to both contacts and customers that we keep a record of in HubSpot.

One of the ones unique to companies is 'Founding Member', declared by a custom property.

Contacts on the other hand can be an 'Individual Member'. However, we'd like a way to identify those individual members who are also an employee of a Founding Member company.

I've thought of a couple of ways of doing this such as association labels but haven't yet tried to build them.

Is my thinking correct here or is there a simplier/better way to do what I mentioned above?

Many thanks,

William

Re: How best to represent contacts who are part of a membership organization

karstenkoehler — Mon, 19 May 2025 16:00:44 GMT

Hi @WFoster8,

If this role is descriptive if the relationship between contact and company, then yes, this should be managed through association labels 🙂

Contact properties, for example, are too one dimensional for this.

Best regards

Re: How best to represent contacts who are part of a membership organization

WFoster8 — Mon, 19 May 2025 16:14:39 GMT

Thank you Karsten! That's very reasurring.

Best,
William