Linked Referral Sources to Deals - Just like Contacts

For any business generating sales from referrals, it is important to track who your referral sources are, by linking them to deals that they referred.

 

Currently, there is no way to effectively link "referral sources" to deals.

 

The current method is either:

1. Manually enter the referral sources name in a text field (does not link to their contact profile)

2. Enter the referall sources as a contact on the deal (onfusing because they are not working at the company, they just referred them to us)

 

It would be great to have a seperate section like "referrals" or "sources" uniquely different from "contacts" that would link referral source contacts to deals they referred

9 Commentaires
Nouveau contributeur

I agree! — It would be nice if I could make a custom property called "Referred By" and be able to set the selection method to search contacts. The functionality already exists in hubspot for creating a deal, when asked to select "Contact." Right now, the only seletion of a person for a custom property is "Hubspot user." Why not offer "Contacts" within that option list?

 

It' super simple, and I would like to reward and thank my patrons every time someone they referred purchases from me, particularly when they lead me to repeat business. Also, in the case when a contact is based on a professional partnership (vs a buyer) all we may do is provide referrals to one another, and it is possible they become a buyer in the future (and get heavy gifting to help them do so).

 

I would also like to indicate when contacts are a couple, or a family. I can not do this by creating a company called "The Smiths" because both of those smiths may have jobs and could be connected to a partnering organization. — It seems compicated, but the imediate fix is fairly simplicated. Custom property!

Nouveau contributeur

Did you guys get an answer to your request above?  How do you manage referrals from partners, etc?  I am new to Hubspot and trying to figure this out.  We have partners (Companies and Contacts).  These partners may refer a lead to us.  We have lead source as partner, then have a free-form text field where we have to manually type the name of the partner.  It would be great to be able to just select the partner from a drop down list (of Companys who have Type=Partner).  Thoughts?

Contributeur occasionnel

YES!  i submitted the same request.  It's a gap for Hubspot to fill, rather than force users to create clunky workarounds.

Nouveau membre

I too have been racking my brain on how to configure this and have concluded a searchable dropdown field that searches all contacts would be the most elegant way to address this need.  Otherwise the solution is very clunky.

Nouveau contributeur

Any further developments on this, praying yes, since this was 2018 orgionally! 🙂

 

Happy New Year!

Nouveau membre

I'm interested as well, though this would be an easy think to do but just found out that it's actually not possible.

 

Happy New Year! 🙂

Contributeur occasionnel

I  do not understand why this is not done for Deals, Contacts, and Companies?  In our line of work we do not get our leads from random website visits so the majority of that side of marketing is irrelevant.  Almost all of our sales come from warm leads from past clients and partners.  It would be really nice to have a way to track these referalls on each contact, company and deal that they provide.  We even have multiple referrers that would need to be associated for one client.  Why cant this happen as a new dyanamic property just like parent/child company?

Contributeur occasionnel

Nothing new to say here, other than YES PLEASE! Upvoted...

Nouveau contributeur

Hi all. I am in the process of migrating across from Insightly which has this exact feature (see screen clipping below). I would of thought Hubspot would offer this as standard. I will now have to migrate my referral data with plain text entries rather than links to "referring contacts". A bit disappointing. Hoping Hubspot will come to the party with this soon.

 

Screenshot 2020-09-16 133038.jpg