Partner / Customer relationship

Smart CRM & Sales Hub CRM
1

I need a feature similar to the Parent / Child relationship.
The purpose is to easily relate our partners and their customers, so we can de which Customers is “owned” by which partner and ect.

2

Hi @TTrans,

It looks like you’re on an Enterprise subscription. If you are, you could create a custom object for partners: Create custom object records

With partners as a custom object, you could associate records of that object with customer companies and with partner contacts, for example.

Best regards!

3

Hi @TTrans ,

We actually made a blogpost (https://www.introw.io/resource-hub/the-3-ways-to-manage-your-b2b-partners-in-hubspot-and-attribute-r…) on the 3 ways how you can manage your B2B partners in HubSpot.

There are 3 options:

  • Custom properties (video)
  • Company associations with labels (video)
  • Custom objects (video)

Let me know if that’s usefull. :slightly_smiling_face:

Andreas Geamanu

Co-founder at introw.io

andreas@introw.io

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