Company association (with association label)
Using company association in Hubspot to attribute partnership revenue can be done by following the next steps.
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Below you can find a detailed description of all the steps you need to take.
Create a custom label (on deal level)
Step 1: Go to settings —> data management —> objects —> deals —> associations
Step 2: Create association label
Objects you’re associating: Deals-to-companies
How many labels do you need? A single label
Create one called: partner sourced (for deals that partners have sourced)
💡 Optional: You can create another label called: partner influenced (for deals that partners have influenced)
Associate the partner company to a deal and select the label “partner sourced” (or partner influenced)
You can do this by associating an (additional) company to the deal: + Add company
What are the pro’s?
✅ Easy and fast set-up
✅ Scalable
What are the cons?
❌ Not possible with all HubSpot plans
❌ Not easy (not possible) to report on in HubSpot