Question around best practices (or ideas) to ensure that deals that are partner sourced get proper attribution. I come from a Marketo-SFDC background so am relatively new to Hubspot. I know that in SFDC we histoically had multiple record types and, at prior places, we built a parter portal for them to “log” deals in our SFDC instance.
Right now:
1. I’m not sure if Hubspot can replicate that functionality, but that’s not the real point.
2. I feel at the current volume of deals, even if Hubspot could replicate all of this, it’d be overkill.
So, what I’m wondering if how are people handling this scenario? Custom Deal property? Some other way. I’m really just curious. I have Sales & Marketing Hub ENT, not Operations Hub - not sure if that impacts things…
Maks here again! The company I’m with now had the same challenge with their resellers. For years, they needed a better way to track which deals were introduced by which reseller. While using a “Channel Source” property set to “Reseller” works in theory, it becomes unmanageable when you’re dealing with thousands of them.
A more effective approach is to create a custom object for resellers and associate it directly with deals. This gives you a clear view of which individuals or companies have influenced multiple deals, all in one central place. It’s also fully customizable—you can include commission breakdowns, partner status, region, and more.
Happy to help further if you want to explore how to set this up.
There are various ways you could approach this and it depends on your exact requriements which route you would choose.
If it’s a simple matter of seeing which deals had a partner influence or interaction, this could be tracked with a custom deal dropdown select property that you’ll update as you get more partners. There wouldn’t be any connection here between partner company records. Accordingly, you would also manually (or via workflow) update a deal source.
You could leverage association labels and associate a partner company record with the deal, along with the prospect/customer company record. A deal would then have two companies associated, one without a label or a default one like “Prospect/Customer”, another one with the label “Partner”: Create and use association labels – the big benefit here is that you can work with records that you already have and don’t need to maintain a custom property or additional object.
If there are concerns with having multiple companies associated with a deal, you could also create a custom object for parthers: Create and edit custom objects
Lastly, there are dedicated partner relationship management (PRM) solutions for HubSpot, such as rocketPRM: https://rocketprm.com/ – I haven’t tested it but this could potentially also be a solution to your problems.
Introw is a PRM (partner relationship management) that deeply integrates with HubSpot. Allowing partners to register deals, collaborate deals, access documents and more. All without needing to give HubSpot access to your partners. You can create an account here and connect your HubSpot.
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