Track Referral Source back to Contact Records

deandelisle
Member

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!

 

Dean

5 Replies 5
joshua-paul
Top Contributor | Platinum Partner

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. 

2020-01-04 22_37_03-Sources Analytics _ HubSpot.png

Before answering, I wanted to make sure I understood what you were asking.

deandelisle
Member

Yes, correct Joshua, these are people (contacts) who are partners, referring us clients. We want to track back to those orgional referrings contact records. 

 

thanks, Dean

courtneycasey
Participant

I would love to be able to do this. If someone has figured out how, I would be so grateful if you'd post your solution/workaround.

0 Upvotes
MFrankJohnson
Thought Leader

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):

https://yourdomain.com?ref_source=referrer_name


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
-- https://www.mfrankjohnson.com/?hsc_referrer_name_example=yes

-- https://www.mfrankjohnson.com/?hsc_referrer_name_example=no

 

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

0 Upvotes
apolaszewski1
Member

Hey Frank - on this topic, how would you drill down into details of the former issue regarding the referral source?

0 Upvotes