Custom Company Property with Contact as dropdown input

Smart CRM & Sales Hub CRM
1

Hi there,

We would like to create custom company property and set contacts as drop down style input. We want to tag key folks from partner that has given us the lead (company) for tracking purpose.

Right now we use single line text and it’s prone to errors. Pl let us know how to achieve this.

Best,

Arun Chinnadurai

2

Hi @aGILISIUM,

You can create a custom contact property in the dropdown style by following the steps outlined here.

Thank you,
Jenny

3

Hi @jennysowyrda,

Thanks for the revert. Appreciate it!

Just like how we can use “Hubspot User” as field type for a custom properties, we would like to use “Hubspot Contact” as a field type while creating custom Company property. That way we can tag contacts from partners that brought in a lead/prospect.

Pl advise how we can achieve the same

Best,

Agilisium.

4

Hey @aGILISIUM,

There isn’t a default way to pull in an active list of all contacts into a custom Company property. I would recommend taking a look at the contacts api as a starting point.

Additionally, HubSpot does have the ability to associate contacts with a company, so depending on your use case that could be an in app solution for you.

Thank you,

Jenny

5

Hey @jennysowyrd

Thanks for sharing this article. Pl let’s internalize with our IT Team on this.

Best,

Agilisium

6

This link no longer works- is there another? Thanks!

7

We are looking for the same feature.

8

Hi @MSchler,
Thank you for posting to the Community!
Here is an updated link to the KB: Create and edit properties
Cassie, Community Manager

9

Thank you!