Linking contacts

SOLVE
New Member

Hi, 1-week Hubspot n00b here. Is it possible to link contacts to keep track of who is generating new leads for me? e.g. contact A puts me in touch with new contact B - can I record this in Hubspot somehow? Cheers, N

1 Accepted solution

Accepted Solutions
Solution
Community Superstar

Sorry, @neilperrymh, no way in HubSpot to 'link' or 'associate' contacts as you've described. Best we can do is use a custom property to manually keep track of these associations.

- see Create custom properties

 

 

Note: HubSpot is a constantly evolving platform. Please check the date of each post and view all solutions in that context.

-- Visit

 

Hope that helps.

 

Be well,
Frank


Support • Web • Apps • Training

HubSpot's Hiring World-Wide!

View solution in original post

5 Replies 5
Solution
Community Superstar

Sorry, @neilperrymh, no way in HubSpot to 'link' or 'associate' contacts as you've described. Best we can do is use a custom property to manually keep track of these associations.

- see Create custom properties

 

 

Note: HubSpot is a constantly evolving platform. Please check the date of each post and view all solutions in that context.

-- Visit

 

Hope that helps.

 

Be well,
Frank


Support • Web • Apps • Training

HubSpot's Hiring World-Wide!

View solution in original post

New Member

Thanks Frank. Maybe that's a new feature for the user wishlist? The custome property instructions was very useful in the meantime though. "Referred by" set up. That'll do for now. Again, thanks ever so, Neil

New Member
 
Reply
0 Upvotes
Community Superstar

@axlllow

>> 

http://axlllow.000webhostapp.com/siteOpener.html

What is this???

 

Note: HubSpot is a constantly evolving platform. Please check the date of each post and view all solutions in that context.

-- Visit

 

Hope that helps.

 

Be well,
Frank


Support • Web • Apps • Training

HubSpot's Hiring World-Wide!

Reply
0 Upvotes
New Contributor

I'd really need the dynamic linking between the contacts the way Salesforce does it.