# Partner Pipeline

**URL:** <https://community.hubspot.com/t/partner-pipeline/84820>\
**Category:** Tips, Tricks & Best Practices\
**Tags:** enterprise\
**Created:** [July 6, 2023, 1:49pm UTC](https://community.hubspot.com/t/partner-pipeline/84820 "2023-07-06T13:49:49Z")\
**Posts on this page:** 7\
**Page:** 1

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**Author:** ![ARosmolen](https://avatars.discourse-cdn.com/v4/letter/a/e47c2d/32.png) [@ARosmolen](https://community.hubspot.com/u/ARosmolen)\
**Post date:** [July 6, 2023, 1:49pm UTC](https://community.hubspot.com/t/partner-pipeline/84820/1 "2023-07-06T13:49:49Z")

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Our partnerships team would like a pipeline view with stages to have an overview of where they are at with partner engagement. Should we create ‘partner’ as a custom object eventhough these partners are currently ‘companies’ and ‘contacts’.

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**Author:** ![franksteiner79](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/franksteiner79/32/34443_2.png) [@franksteiner79](https://community.hubspot.com/u/franksteiner79)\
**Post date:** [July 6, 2023, 2:39pm UTC](https://community.hubspot.com/t/partner-pipeline/84820/2 "2023-07-06T14:39:06Z")

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Hi @ARosmolen

Personally, I don’t think this requires a custom object.

At it’s core a partner will be a company with contacts, so not sure adding another object makes sense.

HubSpot also has a [default company property called “Type”](https://knowledge.hubspot.com/companies/hubspot-crm-default-company-properties#:~:text=Type%3A%20the%20company%27s%20relationship%20to%20you%20(e.g.%2C%20prospect%2C%20partner%2C%20reseller%2C%20vendor%2C%20or%20other).) which can be used to classify companies in appropriate segments, such as partner, reseller, etc.

Using that, in combination with a separate “partner pipeline” should be sufficient. Different pipelines are a great way of tracking different sales processes. Normally they are used for things like net new sales, renewals, up/cross-sell - as these have different stages. So having a separte pipeline for your partner engagement does make sense.

I hope that helps.

Frank

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**Author:** ![ARosmolen](https://avatars.discourse-cdn.com/v4/letter/a/e47c2d/32.png) [@ARosmolen](https://community.hubspot.com/u/ARosmolen)\
**Post date:** [July 17, 2023, 8:57am UTC](https://community.hubspot.com/t/partner-pipeline/84820/3 "2023-07-17T08:57:00Z")

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Thanks, appreciate the input!

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**Author:** ![CRockwell1](https://avatars.discourse-cdn.com/v4/letter/c/fbc32d/32.png) [@CRockwell1](https://community.hubspot.com/u/CRockwell1)\
**Post date:** [March 21, 2024, 6:30pm UTC](https://community.hubspot.com/t/partner-pipeline/84820/4 "2024-03-21T18:30:46Z")

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Thank you! I’ve searched for a simple solution that didn’t involve custom objects for 15 minutes.

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**Author:** ![karstenkoehler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/karstenkoehler/32/68554_2.png) [@karstenkoehler](https://community.hubspot.com/u/karstenkoehler)\
**Post date:** [July 6, 2023, 3:30pm UTC](https://community.hubspot.com/t/partner-pipeline/84820/5 "2023-07-06T15:30:52Z")

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Hi @ARosmolen,

If you have an Enterprise subscription and access to custom object creation, this can definitely be useful. I would say that this heavily depends on how exactly you’d like to manage relationships.

For example, I am a HubSpot consultant and I work with both HubSpot customers and HubSpot agencies. I need to be able to map the associations between all three and currently\* HubSpot does not allow same-object associations. Without the custom object for agencies, I would not be able to associate agencies with customers, as both would be within the company object.

So if this is a core requirement, then yes, the custom object would be a good solution.

If the relationship aspect is secondary, the a custom object might not be needed and a _Company type_ dropdown on the company object might do. This would help you distinguish between non-partners and partners.

Lastly, and that’s what the asterisk is for, HubSpot are inviting more and more customers into a private beta for same object associations. This will shortly allow you to associate companies with companies. The knowledge base article is still private so you’ll have to be a bit patient but I’d suggest maybe waiting a few more weeks until you can review everything against your requirements.

Best regards!

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<div class="post-metadata">

**Author:** ![ARosmolen](https://avatars.discourse-cdn.com/v4/letter/a/e47c2d/32.png) [@ARosmolen](https://community.hubspot.com/u/ARosmolen)\
**Post date:** [July 7, 2023, 9:44am UTC](https://community.hubspot.com/t/partner-pipeline/84820/6 "2023-07-07T09:44:52Z")

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Thank you both - appreciate your pov on this. We had it as a drop down under company type already but wasn’t sufficient so will create a custom object to link partners with companies and deals as well.

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**Author:** ![andreasintrow](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/andreasintrow/32/54998_2.png) [@andreasintrow](https://community.hubspot.com/u/andreasintrow)\
**Post date:** [June 3, 2024, 3:37pm UTC](https://community.hubspot.com/t/partner-pipeline/84820/7 "2024-06-03T15:37:52Z")

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Hi @ARosmolen ,

First of all wanted to let you know that we always advise to attribute revenue (deals) to partners.

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

**There are 3 options:**

- **Custom properties ([video](https://www.loom.com/share/bfb8b036f80e430f9eeb91de606f9052?sid=19f667c5-c9a2-45d7-a77c-752e1c6c116e))**
- **Company associations with labels ([video](https://www.loom.com/share/ffe6f4b9b29a42ecae4feac622e0f807?sid=96cc3401-596c-4db5-b19a-7c5c03b2f120))**
- **Custom objects ([video](https://www.loom.com/share/e4905f56b0864290915ef5a383f46e9d?sid=5ff1a79e-a22f-416a-991a-e01bc7447b0f))**

Let me know if that’s usefull. 🙂

![](https://d2qpr2jzcazej7.cloudfront.net/original/3X/7/9/79c4d2a883b3aad4840f8ea36b2ec7ce5f6ba7f3.png)

**Andreas Geamanu**

Co-founder at [introw.io](https://introw.io/)

[andreas@introw.io](mailto:andreas@introw.io)

Connect on [LinkedIn](https://www.linkedin.com/in/andreas-geamanu/)
