We sometimes get leads that we can’t take care of directly, so we refer the business out to a partner who in turn comes back to buy the equipment from us.
Lead came in for salesperson A, gets referred to partner B who is taken care of by salesperson C.
How can we track this situation within HubSpot? Enter two companies / contacts for the deal? And have both salesperson A and salesperson C tied to it?
Hi @alext87,
If partner B purchases from you, it could be as simple as that, couldn’t it? Create a deal for partner B when they purchase the equipment from you. Once the deal for partner B is created, I would make sure to document in some way or form that this is due to a previous referral from you (e.g. a “Previously referred date” property).
Additionally, you could set up association labels and associated the original lead with the partner: Create and use association labels
Anything on top of that would depend on what exactly you’d like to analyze from that situation. Depending on your requirements, a separate pipeline for these referral deals could also be an option.
Best regards
Hi @alext87,
Makes a lot of sense! Introw is a HubSpot app allowing you to easily share HubSpot data with partners and keep track of the status:
If you want to go next level, you can even allow the partner to make changes to the contact in the partner portal. 2-way synced with HubSpot.
Here’s a quick video showing you around:
https://www.youtube.com/watch?v=0_3RkzGwgT4
Other usecases are: deal registration, sharing content with partners, working on mutual action plans, training and certifying partners,…You can create an account here and connect your HubSpot.
Andreas Geamanu
CEO @ Introw | 1 Partner Portal on top of HubSpot
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