Contact "referral source"

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sgagliano
Participant | Gold Partner

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
Dan1
Solution
Top 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 
 
 

 

 

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17 Replies 17
ConnorSlivinsky
Key Advisor | Elite Partner

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



Connor Slivensky
HubSpot Implementation Specialist

Huble Digital | www.hubledigital.com

P: +1 (312) 488-9710


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0 Upvotes
sgagliano
Participant | Gold Partner

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

0 Upvotes
ConnorSlivinsky
Key Advisor | Elite Partner

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)



Connor Slivensky
HubSpot Implementation Specialist

Huble Digital | www.hubledigital.com

P: +1 (312) 488-9710


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0 Upvotes
rissole2390
Participant

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.

sgagliano
Participant | Gold Partner

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.

0 Upvotes
ConnorSlivinsky
Key Advisor | Elite Partner

@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. 



Connor Slivensky
HubSpot Implementation Specialist

Huble Digital | www.hubledigital.com

P: +1 (312) 488-9710


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0 Upvotes
rissole2390
Participant

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...

0 Upvotes
NKrneta
Member

Hi, we are having the same issue, and we wanted to use this solution, but this blog link seems unavailable.

Do you maybe have the correct link?

 

If not, my question is how do you create a unique code property, preferably automatically.

0 Upvotes
GCascais
Member

Hi there, 
Unfortunately the link to the blog doesn't work anymore. Can you update it please?

0 Upvotes
MFrankJohnson
Thought Leader

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.

 

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


Frank on LinkedIn

HubSpot's Hiring World-Wide!

0 Upvotes
Dan1
Solution
Top 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

mb02
Participant

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!

JennL
Participant

What about how-can-i-add-a-parent-or-child-company-to-an-existing-company-record

 

"Can I create more than one level of parent-child relationships?
Yes, you can create multiple levels of parent-child relationships. However, only one level of the hierarchy will appear in the Related companies section: the immediate parent and child companies of the record you are on."

 

I feel like Hubspot could easily (in a: the field mapping process already works sense) duplicate the parent-child field association to use as a new referred by field. 

Its crazy that we have to still do a work around manual process that includes a link, Thats not great for reporting on.

-Jenn

0 Upvotes
MFrankJohnson
Thought Leader

Interesting discovery about the 'linkability' of a single-line text property that contains more than a URL, Dan. As usual, you continue to push the boundaries. 😎

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


Frank on LinkedIn

HubSpot's Hiring World-Wide!

Dan1
Top 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 

 

 

BradOliver
Participant | Gold Partner

Thanks @Dan1 The video was very helpful.  🍻

LSánchezAlarc
HubSpot Employee

Hi community, 

 

I would like to share with you the next Linkedin´s Blog from our Senior Solutions Engineer @jackcoldrick 

Here he explains how you can create a referral program with all the processes optimized.  

Hope this information will be useful for all of you!