HubSpot Ideas


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

23 Replies

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We often rely on referrals from current clients to bring in new leads/clients. Having an automated way to track referral relationships between Contacts in HubSpot would be very helpful! I am surprised this doesn't already exist and people have to build their own work-arounds. Please HubSpot, consider developing this tool!


Agreed that this would be really useful.  Especially as you could tie Rybbon rewards to successful referrals.