Partner contact association

[Huntscape-Ops]

We have a customer that is ramping up a partner pipeline. How can I associate contacts to the partner company when an LP with a form (partner lead entry) is filled out?

I want the partner to have company typer = partner and every lead they submit to us to be associated with their partner record. How do I get this to happen automatically AND how can I mass update existing contacts to get them associated with the correct company and have the correct association label.

[Josh]

Hi @Huntscape-Ops,

Here’s what I would do:

• Have a Partner ID for the partner company (It could be their record ID)
  • If it were me, I would have a separate property for this even if it was the same as their company ID in HubSpot
• Include that in a hidden field on the lead registration form
  • You would append it as a query string so it populates accordingly
  • Each partner would either have their own custom link essentially
• When the form is submitted, the new company and contact is created based on the information that the partner entered
  • The partner ID is passed through and logged to that record
• Use a workflow to associate the records to the partner and apply an association label
  • You can associate the records because they would have a shared value (Partner ID) and you could apply the label from the same workflow

This should do the trick!

Josh