Referral program using Hubspot CRM

[gmr1970]

Hello,

Can I have a referral program using Hubspot free CRM?

I would like to give some unique ID to a customer (it could be a unique code) .

Then that customer could say to a friend: "Fill the form on URL and use the code F43JMA"

In that way I would know that the new lead was sent by my customer.

Is this possible?

Thanks  

[bethgoulet]

Has anyone found a GDPR compliant solution to this yet? I can easily set up a form to have someone submit their friends info for us to email, but that friend has not consented to being emailed.

Seems like the best option would be to create a custom link for a user to share with their friends and track registrations from that link - is this scalable and able to be automated in HubSpot?

[jlogic]

Hey there!  We have a referral program product that works with HubSpot CRM. We're a HubSpot App Partner and work with the CRM in a variety of ways:

• We'll assign the referral code to your customers and the customer gets a special URL (where the code won't get lost) for their friend to fill out a form.
• Alternatively their friends can use the code on a HubSpot form or any form on your site.
• You can update the status of a new customer in the CRM and it will update our platform, which in turn can update the referring customer.  (keeping everyone in the loop)

We've tried to think of a variety of ways a referral program can work well in the HubSpot ecosystem and we have even more on the way. You can learn more about referral tracking from our software integration page or on our HubSpot App page.

If you have questions feel free to reply or reach out on our site where you can do a free trial or schedule a meet and greet with to our team.

[Eventige]

I agree with what @OliviaRoberts said about the Custom Fields. Essentially think of Custom Fields as endless programmable options, which sit in a database. You can add as many as you want, and configure them to either run front-facing (I.E. Forced Default Contact Properpties View), or you can have them running under the hood and individualized to the Contact.

When it comes to dynamic numbers, then you can use Zapier or program Workflows to further take that data set and match with Steps, Actions, Triggers, and create a variety of Business Logic Models that can help to build automation of any kind.

Feel free to keep us in the loop on whether you were able to solve for the issue; if you need further help, happy to assist on a screenshare and show you what can be done.

[skershner]

Hello - 

I'd be interested in talking to you about developing a custom solution for our Referral Tracking needs. It sounds like you have some good ideas.  How do I reach you?  Thanks!  Sherene

[OliviaRoberts · Accepted solution]

Hi @gmr1970!

HubSpot does not currently have a referral program in our platform. One option for you is to store this information by using custom properties which you can read more about here. Using the custom properties would allow for you to store any referrals within HubSpot. 

Best, 

Olivia

[tomfoutsitzis]

Here's a great article on Linkedin by someone who used only HubSpot tools to build a referral program (not GDPR compliant)
https://www.linkedin.com/pulse/building-your-own-referral-program-hubspot-kai-crow/

Vidyard made by a colleague of mine: 
https://share.vidyard.com/watch/xU4VmyGPCDYxT8VFRwRrpK

[JerryReid]

I think the solution referenced in the LinkedIn article is great, but I do not believe it is a GDPR compliant solution.

[gmr1970]

Thanks a lot, Olivia!

I'll check the information about custom properties.

Have a great year!