Link contacts together (same household)SOLVE
Mar 26, 2018 11:14 AM
In my last CRM, i was able to create a relationship between two contacts, such as a couple in the same household or same address. I want to see that this client is the wife of this client, or this client is the father of that client, etc.
Can this be achieved?
Solved! Go to Solution.
Mar 26, 2018 11:40 AM
If it's easier for you to make associations outside of HubSpot, you might be able to hack together a solution in Zapier. An external data source - or even something like a new row in a Google doc - might help handle the automation of updating records, if there's someone/something responsible for providing the associated values you're looking for.
Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.