The following instructions outline how you set your referring company and referring contact when creating a deal in HubSpot.
The following instructions outline how you set your referring company and referring contact when creating a deal in HubSpot.
When creating a deal, below the standard deal creation form fields, you’ll see a section titled “Associate Deal with”. This is generally where you add the associated company and contact with your deal. Depending on where you create the deal from, these may already be filled in.
As we can see above, this deal is for a sample company called “NF33 Bricks”. We can see the company and the contact are already associated. Below each associated record, we see an “add more” option. Click this.
You’ll then be able to add a second associated contact, and a second associated company, but this time, you want to set the association label to the appropriate label, as shown below:
Once the associations are set, you can click “create” at the bottom. You’ve now successfully created a deal with referral associations.