How to track referals

New Contributor

I am looking for a CRM system that will allow me to run an affiliate scheme. 

 
Basically we are a business consultancy and when we get a referral we pay a referral fee to the person who has referred them.
 
We need a way to track who has referred who. 
 
There are sooo many options in Hubspot I am not sure which would be the correct option to use. 
 
Wehave various members of staff who all use their own log ins to the system and track their own sales but I need an additional add on that will easily allow me to track the referals.
 
I am more than happy to upgrade to a paid service for this if someone could help me.
 
Thanks 
 
Jenny 
6 Replies 6
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Top Contributor

Hi @Jennyhardman, do you need this proceess to be automated? If so, I don't think there's much in the CRM but if you are willing to fill in this informaiont manually you could create a custom contact property for "Referral" and fill in that field. You could also have this field display in a form, so the referring party can fill in their name when making said referral. 

Occasional Contributor

It would be great if this could be an automated feature. We want to start doing a "refer a friend" program, but there seems to be no easy way (or any way) to do this with HubSpot atm.

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Occasional Contributor

Automated would be great.  Referred by and then when you type in the name, the contacts are queried.  It would be simple to have this functionality.  It would make reporting much easier.  I would want to be able to see by contact who they had referred.  

Occasional Contributor

I created two custom contact fields: 

1) referred by (i.e. if Joanie referred Chachi, I'd put Joanie's name as the value in this field on Chachi contact record)

2) referred us to (i.e if Joanie referred Chachi, I'd put Chachi's name as the value in this field)

 

Also, if you paste in the URL string for the HS contact record it will allow you to click on the link and go to the other contact record.

 

HS referral example.png

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New Contributor

I may be wrong, but I don't think this approach will allow you to store more than one referral for the referree. You may have an active connector who refers 10 leads your way. But this field only allows you to track one.

 

I'm frankly surprised this isn't a feature of HS given how critical a role referrals plays in generating leads.

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Occasional Contributor

I posted this below but wasn't' sure if you'd get notified about it: 

 

I created two custom contact fields: 

1) referred by (i.e. if Joanie referred Chachi, I'd put Joanie's name as the value in this field on Chachi contact record)

2) referred us to (i.e if Joanie referred Chachi, I'd put Chachi's name as the value in this field on Joanie's contact record)

 

Also, if you paste in the URL string for the HS contact record it will allow you to click on the link and go to the other contact record.

 

HS referral example.png

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0 Upvotes