CRM

bdesilva
Contributor

Create relationship between a deal and a deals contact(s)

Newbie here. I'm researching the possibility of creating a little app that adds a relationship to object associations in Sales Hub. For example, in a deal, I want to identify the relationship between an associated contact and the deal. One contact might have a relationship of "Decision Maker" and another as the "Client PM" and another as the "Vendor Salesman." Same idea for Company contacts. What is the contacts role within the organization in relation to my company? So one contact might be "Partner Representative", even though their title might be something completely different.

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JessicaH
HubSpot Alumni
HubSpot Alumni

Create relationship between a deal and a deals contact(s)

Hi @bdesilva,

 

Welcome to the HubSpot Community! 

With the new "Account-based-Marketing"-feature it is now possible to add "Buying Roles" for contacts.

This is available for Professional and Enterprise customers.

 

Take care!

Jess


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