Company - Referred by Property

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Advisor

I have a list of partners in my CRM that often refer business to me. I am looking for a way to identify the partner that referred a new company to me and am trying to solve how to do this in a consistent and scalable way (not just a short text property)

 

Ask:
Is there a way to have a property called "Referred By" which links to an active list or allows me to define the list based on other company properties? This would ensure the consistency of the information getting captured into the CRM. 

 

For example:

I have a HubSpot property - Company Type. If Company Type is Partner then the drop-down options would a list of all the companies with "Company Type" = "Partner"

 

Is there any custom development that people have done to complete this use case?

 

Thanks!

1 Accepted solution

Accepted Solutions
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Esteemed Contributor

Hey @HubSpotMaster ,

 

I'm reasonably sure there's no easy way to do this.

My gut feel would be to modify the contact property options using the API. You could potentially trigger a workflow on new Companies added with Type = Partner which triggers a webhook (Enterprise) externally to push into the API with the new Company details, which would then update the Options which would then mean it'd appear in your drop-down select...

 

Not sure the best way to make that API call - if you have CMS Hub Enterprise you could use a lambda function for it, otherwise you'd have to handle outside HubSpot. You may be able to cobble together something in an automation tool like Zapier.

 

See also this thread on Dynamic property fields if you haven't already, some good further discussion.

 

If you're not on Enterprise for either CMS or Marketing, I think you'd definitely have to manage the whole thing outside HubSpot and just push the new Partner changes into the API. Depending how many partners you have and how often they change, it may be easier just to manually add them to the drop-down list options for the field Smiley Happy

 

Hope that helps in a small way, curious if anyone else has any other approaches for this!

 

Cheers,

Mike

 

PS: Thanks @sharonlicari for the tag.

 

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3 Replies 3
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Community Manager

Hey @HubSpotMaster 

 

Thank you for sharing this detailed information. I'll tag a few experts to share their thoughts with you.

 

Hey @mike-ward @Tnichs @aturrell any advise you can give to @HubSpotMaster 

 

Thanks

Sharon

Highlighted
Esteemed Contributor

Hey @HubSpotMaster ,

 

I'm reasonably sure there's no easy way to do this.

My gut feel would be to modify the contact property options using the API. You could potentially trigger a workflow on new Companies added with Type = Partner which triggers a webhook (Enterprise) externally to push into the API with the new Company details, which would then update the Options which would then mean it'd appear in your drop-down select...

 

Not sure the best way to make that API call - if you have CMS Hub Enterprise you could use a lambda function for it, otherwise you'd have to handle outside HubSpot. You may be able to cobble together something in an automation tool like Zapier.

 

See also this thread on Dynamic property fields if you haven't already, some good further discussion.

 

If you're not on Enterprise for either CMS or Marketing, I think you'd definitely have to manage the whole thing outside HubSpot and just push the new Partner changes into the API. Depending how many partners you have and how often they change, it may be easier just to manually add them to the drop-down list options for the field Smiley Happy

 

Hope that helps in a small way, curious if anyone else has any other approaches for this!

 

Cheers,

Mike

 

PS: Thanks @sharonlicari for the tag.

 

---

Did I answer your question? If your question is answered, please mark it as a solution. If you need more help, hit that big orange 'Reply' button! 

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Regular Contributor | Platinum Partner

I agree with @mike-ward I'm not sure there is any way to do this easily!

 

You could set up a workflow so when you add a new Partner company it notifies you so you can add that partner company into a drop-down list property but that obviously needs a level of manual intervention.

 

Thanks for the tag @sharonlicari