Native property for "new / returning customer"

HubSpot Ideas

Status: Idea Submitted

1

Hey there,

We have just undergone serious endevors to make the customer status of our contacts and companies visibile. The property we wanted to have as a result has three stages:

  • New customer (has exactly 1 won deal associated)
  • Returning customer (has more than 1 won deal associated)
  • Not a customer (has no won deals associated)

Since this was quite tricky to develop, I would like to suggest a native HubSpot property like the one explained above. I could imagine other companies could find this useful, too. So … anyone? :slightly_smiling_face:

Best,

Isa

2

Great job on enhancing customer status visibility! Your suggestion for a native HubSpot property aligns well with industry needs. I recommend submitting a feature request to HubSpot support, detailing the three-stage property. This would benefit not just us but potentially many other companies.

3

In fact, I have first approached HubSpot support with the issue and they referred me to the idea forum. :wink: To me, the customer stage is totally basic and I was surprised there is no native property for it. We have now developed a comprehensive workaround for both contacts and companies, but I think a lot of customers would benefit from a native property.

4

Update: It turns out that the custom solution we have developed does not work out well. HubSpot support has truely tried to help us, by they don’t know how to solve this either. I’m even more excited for a solution by HubSpot now.