Partner - Deal Association

CRM & Sales CRM
1

Hi,

I have Companies that are also Partners (resellers). I would like to be able to have a deal that is associated with the End-user, but then also keep track of the reseller it’s sold through. I’ve created a company property for Partner, but can’t seem to be able to include that in the Deal form. Is there any way to do this?

2

Hi @SJudd,

Deal create forms can only reference deal properties, not company properties.

If you want to associate multiple companies to a deal, you could do so after the deal creation: Associate records

If you want to add a label to the associations (e.g. reseller and end-user), this can be done by following these steps: Create and use association labels

Best regards

3

Thanks Karsten, it’s not exactly what I wanted, but I can work with it.

4

Hi @SJudd ,

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) - this might be the best one for you but be aware that reporting is very difficult!
  • 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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