Tips, Tricks & Best Practices

aorob
Membro

Partnership tracking

resolver

I want to track which company / source sent us a given company. 

 

I know there is a native way to do this using associations, but I'm not on the professional tier.

 

We use UTM codes to track when lead hits a partner landing page:

aorob_0-1723121803559.png

Ideally, I'd use this to then label this person's company as ref'ed by..

 

Ideally this would happen automated, but would also want to manually override from time to time if needed.


Anyone have ideas? Ie should I just create a custom property on the company record with a picklist of different parter companies? 

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Partnership tracking

resolver

Hi @aorob,

 

Without a Professional subscription, yes, a manually maintained dropdown property is probably your best choice. Due to the lack of workflows in the Starter tier, it won't be possible to automate this inside of HubSpot, unfortunately.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Partnership tracking

resolver

Hi @aorob,

 

Without a Professional subscription, yes, a manually maintained dropdown property is probably your best choice. Due to the lack of workflows in the Starter tier, it won't be possible to automate this inside of HubSpot, unfortunately.

 

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.

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