Tips, Tricks & Best Practices

WFoster8
Participant

How best to represent contacts who are part of a membership organization

SOLVE

Hi, 

 

We have a series of memberships unqiue to both contacts and customers that we keep a record of in HubSpot.

 

One of the ones unique to companies is 'Founding Member', declared by a custom property. 

 

Contacts on the other hand can be an 'Individual Member'. However, we'd like a way to identify those individual members who are also an employee of a Founding Member company.

 

I've thought of a couple of ways of doing this such as association labels but haven't yet tried to build them.

 

Is my thinking correct here or is there a simplier/better way to do what I mentioned above?

 

Many thanks, 

William

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How best to represent contacts who are part of a membership organization

SOLVE

Hi @WFoster8,

 

If this role is descriptive if the relationship between contact and company, then yes, this should be managed through association labels 🙂

 

Contact properties, for example, are too one dimensional for this.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How best to represent contacts who are part of a membership organization

SOLVE

Hi @WFoster8,

 

If this role is descriptive if the relationship between contact and company, then yes, this should be managed through association labels 🙂

 

Contact properties, for example, are too one dimensional for this.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

WFoster8
Participant

How best to represent contacts who are part of a membership organization

SOLVE

Thank you Karsten! That's very reasurring.

 

Best, 
William

0 Upvotes