Hi,
We have several campaigns where the form is submitted by one of our partners and they add their end customer in the form also.
The result is that the partner becomes an MQL and syncs to SFDC but when an oppertunity is created the partner lead is not the contact for the opp, the end customer is the contact. However, the end customer does not have a lead in SFDC…And then you get opps without contacts from the end customer…
Would be interested to know how you would deal with this.
We have a similar form. In this case, we have the partner enter their end-user information first and have that map to the HubSpot fields to create a new contact. I then created custom HubSpot properties for "Partner Name, Partner Last Name, Partner email, etc. This way we are associating the information and can report off of it without creating the partner contact. We then have a workflow to assign me a task when the partner email is known. If it is a new partner, I can take the information and create a new record/company for the partner. It takes manual work but solves all of our issues.
If you have consistent partners, you could potentially create company records for them and set up the auto association. More info here.
Do you think either of these would solve your issue?
Hi,
What do you do in a situation where the end customer details are not known at the moment but only the name, or if there are more than one end customers this partner would like to seel to?
Do you open the lead for the partner?
This is a completely understandable case! For this, I would use the progressive fields to capture your data. However, the solution may not be simple.
I would start with a multiple checkbox custom property of "A. Filling out for a partner, B. Filling out for a partner and customer, or C. Filling out for a partner and multiple customers.
I would then use the progressive fields to show the information pertinent to them. For A: show only partner information. For B: show end-user and partner information. For C: show end-user information and partner information. Add a text module in the form to let them know that if they plan on submitting more than one end-user information, they will need to submit end-user A, reset the form via the link, and enter a new form for each end-user. Although this seems tedious, it is around 30 seconds of work for each partner.
I would make sure to check the form’s setting and choose Always create for a new email address and add a link to reset the form. I tried the same exact thing with the default settings and ended up having to un-merge over 50 contacts over a period of 6 months. You do not even want to know how long this took me. I added the best form options below
If a partner sends you only a name and no email, phone number, or address and you have no way of contacting them, I’m not even sure why they would be submitting that and wasting both of your time…However, if this is really what you wanted, you could add help text to the email address and let the partner know to say firstnamelastname@noemail.com for example. Since HubSpot requires emails this would allow you to add a contact with a false email that will bounce. However, since HubSpot only relies only on the email address and the HubSpot Contact ID as unique identifiers, it seems like a waste. Especially since in Hub, you pay per contact.
If you have partners you work with on a regular basis, I would suggest them sending you a spreadsheet and importing it to save time and potential trouble. We have partners that send us 100+ leads per month, twice a month. I also have leads that I import 20 at a time based on different conventions, events, and partnerships. I can give you specific advice on this as well if you plan to go this route.
Sorry for the long response, feel free to reply if you have further questions or need specific help on your use case. I am happy to help!
Hi,
Thanks for the really thorough answer!
You gave some great ideas, the problem is that submitting multiple forms from a partner seems like it will complicate them.
I will for sure use the progressive field option also.
It seems like there should be a way to create perhaps two leads froma single form but maybe it is in the pipeline.
Thanks again!
Absolutely, I am happy to help! If you find a solution to multiple contacts within a form, please let me know. I am always looking for ways to improve the current process. Unfortunately, multiple form submissions from the same I.P. address can merge them and complicate things, for sure… Especially since you can’t rely on the user to follow all instructions. Keep me updated if you find more innovative workarounds and I will as well!
Also, feel free to post to the HubSpot Ideas Forum and I will upvote. I could use this feature on a daily basis!
