CRM

HRichthe2nd
Member

Can you create a property with a dropdown of all contacts currently on my HubSpot

SOLVE

Hello,

 

I would like to create a dropdown property which contains all the contacts that exist on my HubSpot

 

The plan is to help us track client referrals, and since we have 1000s of clients, I was hoping that HubSpot has an exisiting feature to do this.

 

Does anyone have a solution or discovered a work around to this issue?

 

Best wishes,

 

2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Can you create a property with a dropdown of all contacts currently on my HubSpot

SOLVE

@HRichthe2nd association labels can be used in lists and reports, yes.

 

Which part of associating contacts to contacts should I elaborate on exactly? The idea would be to maintain referrals through the right sidebar, after creating an association label for "Referrer".

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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Lucila-Andimol
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Can you create a property with a dropdown of all contacts currently on my HubSpot

SOLVE

Hey @HRichthe2nd 

so for referrals you have multiple options here:

1) have a custom property that marks a contact as a referral

2) Association labels: when a current contact in the CRM refers a new contact you can mark it with a level. so this way you will have in the CRM the referrer and referred.

here is more info on how to use associationg label.

3) Have Referrals as Custom object: when working with a referral system/partners/representative you can handle this as a new object (Enterprise licence Needed!) this works similar as Contacts but with a new name.

 

hope this helps

María Lucila Abal | COO Andimol
HubSpot Expert, Community Champion & Certified Trainer (12+ years)

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Lucila-Andimol
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Can you create a property with a dropdown of all contacts currently on my HubSpot

SOLVE

Hey @HRichthe2nd 

so for referrals you have multiple options here:

1) have a custom property that marks a contact as a referral

2) Association labels: when a current contact in the CRM refers a new contact you can mark it with a level. so this way you will have in the CRM the referrer and referred.

here is more info on how to use associationg label.

3) Have Referrals as Custom object: when working with a referral system/partners/representative you can handle this as a new object (Enterprise licence Needed!) this works similar as Contacts but with a new name.

 

hope this helps

María Lucila Abal | COO Andimol
HubSpot Expert, Community Champion & Certified Trainer (12+ years)

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

0 Upvotes
HRichthe2nd
Member

Can you create a property with a dropdown of all contacts currently on my HubSpot

SOLVE

Hi Karsten,

 

Thanks for your reply.

 

Could you expand a little on your association idea?

 

Will associating/labelling contacts make them easier to report on? Can you report on association labels in the custom report builder?

 

Sincerely

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Can you create a property with a dropdown of all contacts currently on my HubSpot

SOLVE

@HRichthe2nd association labels can be used in lists and reports, yes.

 

Which part of associating contacts to contacts should I elaborate on exactly? The idea would be to maintain referrals through the right sidebar, after creating an association label for "Referrer".

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Can you create a property with a dropdown of all contacts currently on my HubSpot

SOLVE

Hi @HRichthe2nd,

 

This property type does unfortunately not exist and can also not be created.

Instead, have you considered simply associating contacts with contacts (via the right contact sidebar) and using association labels to name these associations? https://knowledge.hubspot.com/object-settings/create-and-use-association-labels

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes