Custom objects
Using custom objects in Hubspot to attribute partnership revenue can be done by following the next steps.
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You want to take your time and go through the steps in detail?
Below you can find a detailed description of all the steps you need to take.
Create a custom object
Step 1: Go to settings —> data management —> objects —> custom objects
Step 2: Create custom object
Object name - singular: “Partner”
Object name - plural: “Partner”
Primary display property: “Partner Name”
Property type: Single-line text
Associate the company to the partner object
Associate the right company object to the partner object in order to have all the right data connected
Associate the partner object to a deal
💡 Optional: Create association labels on this custom object to differentiate between for example partner influenced and partner sourced
What are the pro’s?
✅ Good for organisations with larger amounts of partners
✅ Scalable
What are the cons?
❌ Not possible with all HubSpot plans
❌ Not so easy