Contact "referral source"

SOLVE
Highlighted
Occasional Contributor

How can I relate one contact to another contact that referred it? 

 

Use case:

If Jill referred me to Jack, I wanted to add a property "Referred by" that would lookup other contacts, and enter Jill as that value on Jack's contact record.

I  want to add a custom property that is a lookup field of other contacts (that is apparently not available).  

 

Anyone?

1 Accepted solution

Accepted Solutions
Highlighted
Solution
Esteemed Contributor

Hi @sgagliano , 

 

We also tried to figure this out recently and came to the same conclusion which @MFrankJohnson suggested. It's a little more manual but it is working for us. I put together a quick video which details how we set it up. I hope this helps. 

 

Screenshot 2020-09-16 at 12.06.10.png

 

Dan Currin 

 
Co-Founder 
 
OrgChartHub & GeoMapper named in the Top 30 HubSpot Apps 
 
 

 

 

View solution in original post

11 Replies 11
Highlighted
Advisor

You'd have to create two custom properties, one that holds a unique code for each contact and another that holds the code of the person that referred them. 

 

This blog should walk you through it fairly easily. 

https://blog.hubspot.com/customers/how-to-generate-leads-from-referral-contest

Reply
0 Upvotes
Highlighted
Occasional Contributor

Can I just use the Hubspot "Contact ID", that displays on exports, as the "Referring Contact Code" (step 1 in the blog post)?

Reply
0 Upvotes
Advisor

I'm not sure. A quick Google search is saying (as of 2018) that the contact ID is only retreivable through the API and so wouldn't be able to be used in the tools you'd need for the program (lists,workflows ect)

Reply
0 Upvotes
Highlighted
New Contributor

How would you do this simply if we used the Jack/Jill example? Not on scale like you are describing. The end goal is to run a report that I can see where my referrals have come from.

Highlighted
Occasional Contributor

I was thinking the results of a query for contacts where referral partner is known, including the contact name field and the referral partner field, and then a pivot on referral partners.

 

I think this could be submitted to hubspot as a recommendation for product enhancement.

Reply
0 Upvotes
Highlighted
Advisor

@rissole2390 unfortunatly the link I provided is the only way I could think to pull this off. 

 

@Phil_Vallender @MFrankJohnson any ideas?

 

But I do agree there should be an easier solution built in. @sgagliano if you post it to the Ideas Board there's a better chance the dev team will see it. Let me know if you do and I'll upvote it and I'm sure others will too. I've seen this request come up a couple of times now. 

Reply
0 Upvotes
Highlighted
New Contributor

I think here is where someone has posted already. Definitely needs more upvotes though.

 

https://community.hubspot.com/t5/HubSpot-Ideas/Linked-Referral-Sources-to-Deals-Just-like-Contacts/i...

Reply
0 Upvotes
Highlighted
Community Superstar

_hubspot-button-accept-as-solution-gif-v00.gif

 

Q: How can I relate one contact to another contact that referred it?
I want to add a custom property that is a lookup field of other contacts (that is apparently not available). ?

 

Short A: Contact-to-Contact relationships do not exist in HubSpot. Nor does HubSpot have any ability to build these relationships within the platform directly -- see HubSpot ERD (March 2019) for confirmation.

 

Longer A:

Long ago, we implemented a drop down list of HubSpot users as a referral solution for a client only to learn that it quickly became unmanageable due to human error. Since then, we only use Single Line Text fields for this purpose.

 

Single Line Text fields still allow many issues (including human error). However, Single Line Text fields don't 'break' things as is the case with dropdowns when their options are changed on live records.

 

Hope that adds to the conversation.

 

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Chief HubSpot Consultant


hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Perfect HubSpot Series | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

 

Note: HubSpot is a constantly evolving platform. Please check the date of each post and view all solutions in that context.

-- Visit

 

Hope that helps.

 

Be well,
Frank


Support • Web • Apps • Training

HubSpot's Hiring World-Wide!

Reply
0 Upvotes
Highlighted
Solution
Esteemed Contributor

Hi @sgagliano , 

 

We also tried to figure this out recently and came to the same conclusion which @MFrankJohnson suggested. It's a little more manual but it is working for us. I put together a quick video which details how we set it up. I hope this helps. 

 

Screenshot 2020-09-16 at 12.06.10.png

 

Dan Currin 

 
Co-Founder 
 
OrgChartHub & GeoMapper named in the Top 30 HubSpot Apps 
 
 

 

 

View solution in original post

Highlighted
Visitor

Hey Dan, this has worked a treat for me as a workaround.

 

Fingers crossed HubSpot will build a referral source solution in, but for now this will keep me going.

 

Thanks so so so much!

Highlighted
Esteemed Contributor

Hi @mb02 , 

 

Thanks for taking the time to message, really pleased you found it helpful. 

 

Kind Regards, 

 

Co-Founder 
 
OrgChartHub & GeoMapper named in the Top 30 HubSpot Apps