We have had multipe instances where a contact at another organization has referred someone at another organization to check out our product and initiate an opportunity. We’d like to be able to track those referrals internally for reporting, and also to be able to thank those referrals in some way (i.e. thank you gift, note, etc..) Curious how others in the community have been successful in tracking these connections.
Hey @EMcGrath
In the Lifecycle stage property, you can use this stage “Evangelist” for the contact who referrers your products to other organizations and track those contacts either by adding filters or by creating a list of those contacts and then sending out thank you messages to them through emails
Kindly go through this article to know more: Use contact and company lifecycle stages.
Let me know if you have any follow-up questions.
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@EMcGrath Hey there! There are many ways to do this, but I’ll focus on two.
One is using properties, and the other is using objects.
In both cases, you’ll typically want to track if the contact, for example, was created by someone’s referral or if a company was created by someone’s referral. The same applies to a deal created by someone’s referral. Got it?
You might want to prioritize tracking deal creation over anything else. It could be a contact you already had in your database, but suddenly it’s activated because of a test a new introduction, or something like that.
To record it as a property, create a “referred by” property for the contact, company, and deal.
With objects, at the deal level, you can add the contact who made the referral and label that relationship with the deal as “referrer”.
With companies, you can do the same. It’s simple - just add a contact who was the referrer and label them accordingly.
With contacts you can create a relationship between two contacts (this is pretty new and still in beta). In fact, you’ll use a double reference type: one contact will be the “referrer” and the other will be the “referred”.
Once you’ve got the referrer tracking up and running, the next step might be to integrate with a gift card platform. There are several out there that you could even, well, automate sending a gift card to a referrer with a workflow.
I hope these options work for you!
Give them a try and let me know how it goes.
Hi @EMcGrath,
I just put together my introduction/referral program and recorded a couple videos. Posting here in case it may be useful to you (2 years later 
) or anyone else that comes across this post.
The first video shows more of a demo from the referrers perspective.
The second video is an in-depth behind the scenes of how it’s built.
Feel free to speed up the videos. I don’t discuss reporting but that could be set up pretty easily in HubSpot.
Let me know of any questions.
All the Best,
Ryan Schweighart
Whole Hart Impact, LLC
I help businesses with HubSpot and Zapier.