Possibility to create relations between properties?SOLVE
Aug 20, 2019 8:01 AM
At our company, we need to be able to assign properties to our customers/contacts in HubSpot. However, these properties are going to be used much like the products we sell. Many of these products have child products, which are related to each other. Here's an example:
A customer can have Web Hosting as a product, but they can also have Backup together with Web Hosting. They cannot have Backup without Web Hosting, however!
We need to be able to make a list based on these products/properties. For example:
"List of customers who has Web Hosting but not Backup"
We probably have 500+ products like this, and we need to somehow connect them together. In that case, something like this can occur:
Web Hosting Professional
That Backup is not the same as the "Web Hosting" backup, so I can't create a property called "Backup", because many of our products have individual "Backup" children products, that are all different.
Therefore my question is:
Can I create some kind of "product tree", where one property relates to another (think of them as parent and children)?
Solved! Go to Solution.
Aug 20, 2019 9:42 AM
The short answer is 'no'. HubSpot has no native built-in ability to build associations between properties ('product trees' as you call them).
One workaround would be to build a custom property that uses options similar to the following examples:
- Web Hosting Basic
- Web Hosting Basic - Backup
- Web Hosting Basic - Security
- Web Hosting Professional
- Web Hosting Professional - Backup
- Web Hosting Professional - Security
This will get you about as far as you can go using HubSpot built-in functionality, and without resorting to a database integration tool that allows you to build (AND MAINTAIN) external associations. However, there is no built-in limitation to prevent you from selecting multiple options for each.
Aug 21, 2019 5:05 AM
In all cases, we place the integrity of the data squarely in the hands of those performing data entry. No built-in enforcement or validation to prevent selecting 'Web Hosting Basic - Backup' for a customer who didn't subscribe to 'Web Hosting Basic'.
Should work short-term, but can't really endorse this solution long-term -- data integrity will be too weak and it's not scalable beyond a screen-full of multiple checkboxes.
If this is a 'must-have', you may want to use a more robust (customizable) CRM solution.