GDPR Deadline (25th May 2018)

With the deadline approaching, HubSpot has released new features and a playbook to make it easier for you and your team to comply. Please note that while these features live in HubSpot, your legal team is best placed to give you compliance advice for your specific situation.

New Property Type: Relationship (1-1, 1-N and N-N)

Hello, 

 

Our use case:

Various records are related to each other but we miss the ability to represent that correctly in the CRM because we miss "relationship" field/property type. A deal may be related to multiple contacts, each one having a different role on it. A contact may be related to multiple deals. Today, we can only associate contacts to deals but can't know why is this contact associated with this deal.

 

Our suggestion:

We need the full stack of "relationship". The thing built for a proper relational database, like in Salesforce for example. 

 

Adrien

2 Replies
JimA
Regular Contributor
A big +1 for this feature. We have the same situation. Many of collaborations are with or our referrals come from contacts associated with a project (deal) even though they may not be our "customer" on the project. In practice, any given job may have multiple contacts who are not the actual customer. A common scenario for us would be a fabrication we do for a designer or architect with the business relationship running through the contractor. We want to be able to track all of the relationships to this deal: designer, architect, contractor, end client and so on.
adrienjorge
Top Contributor

@ Hubstpot: and easy and great step ahead would be to create a new type of deal property called "Contact Relationship". You can think about it as a dropdown list, where the list is not hard coded values but all the table of existing contacts. 

 

We really really need this.