Jan 4, 2020 4:16 PM
We recieve a ton of referrals from many sources. It would be nice to track these in the contact record with the source being simply "Referral" then a field that could link back to the referral contact source. Not sure if you can program or link fields to a table like contact records.
Thanks in advnace to any guidance or help!
Jan 5, 2020 12:40 AM
Hi @deandelisle ,
Just to clarify, the "Referrals" that you are talking about are people refering business to you, not traffic/lead source "Referrals", right?
As you may know, HubSpot uses the term across the platform to describe traffic, lead, and deal sources.
Before answering, I wanted to make sure I understood what you were asking.
Apr 22, 2020 8:19 PM
Apologize in advance for my brevity --- really tired.
Maybe consider using unique URL query parameters in shared links ...
Example (where referrer_name === your unique referrer):
Furthermore, if referrer_name is a HubSpot contact property, you may also use this field on HubSpot forms as a hidden field ... meaning the above example would auto-populate the hidden field and you'd be able to use that field in custom reports!
Does this help? Please click