Nov 1, 2016 8:19 PM
I'm wondering if there's any way to record relationships between companies in Hubspot, ideally as a link to the related company profile?
My scenario is that I'm looking to record business partners that we work with collaboratively to develop opportunities with mutual clients. I'd like to link their company profile with the client company profile as the 'partner of record'. The best I've come up with so far is creating a custom property for "partner" and manually populating the pick list.
If anyone has alternate ideas/experience I'd be really interested to discuss further.
Solved! Go to Solution.
Nov 2, 2016 11:45 AM
Hi @LoisJ, I think you've hit the nail on the head with this - though HubSpot has just come out with the option to merge company records in the CRM, there is not yet an option to associate two Company record with each other. As of now, therefore, your workaround of creating a custom property that would allow you to indicate these associations is the way to go. I also think that this would make a great addition to the Ideas board in the Community, so I would definitely encourage you to post this on there when you get the chance!