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Register a Realtor in HubSpot

Use this process when registering a Realtor in HubSpot. A Realtor can be created on their own or as part of a Buyer registration process.

1. Create the Realtor Contact

Create the Realtor using the standard Contact Creation process.

For detailed instructions, see Create a Contact in HubSpot.

  1. Open the Create Contact form.
  2. Enter the Realtor's information.
  3. From I am registering/creating: select:
    • Realtor Only, or
    • Buyer with Realtor, or
    • Buyer and Co-Buyer with Realtor
  4. Complete all required fields.
  5. Click Create.

2. Create a Sales Opportunity 

 Reminder: A Sales Opportunity represents an opportunity to sell a home. If the Realtor is associated with an active home sale opportunity, select Yes to create a Sales Opportunity. If you are only creating a Realtor contact record, select No. 

If the Realtor should be associated with an active sales opportunity, select Yes when prompted:

"Is this a Sales Opportunity?"

  • Select Yes to automatically create a new Sales Opportunity.
  • Select No if you are only creating contact records.

  

If a Sales Opportunity is created during registration, the Opportunity will initially be named after the Realtor and include (Realtor) in the Opportunity name.

 

 Initial Opportunity Naming

When a Sales Opportunity is created from a Realtor registration, the Opportunity is temporarily named using the Realtor's name and includes (Realtor) in the title.

Example: Smith, John (Realtor) | Community Name

This indicates that a Buyer has not yet been associated to the Opportunity. 

A task will automatically be created for the Opportunity Owner to add and associate the Buyer as Buyer 1.

 

3. Add the Buyer to the Opportunity

When you receive the buyer's information:

    1. Navigate to the Opportunity (Deal) that needs an additional contact associated with it.
    2. Open the Opportunity record.
    3. In the right-hand panel, locate the Associated Contacts section and click + Add.

    Search for an Existing Contact

    Before creating a new contact, search HubSpot to determine whether the contact already exists.

    1. Enter the contact's name, email address, or phone number in the search field.
    2. If the contact is found, select the contact.
    3. If the contact is not found, click Create New Contact.
    4. Complete the contact information.
    5. Click Next.
    6. Continue associating the contact to the Opportunity.

     

     

    Apply an Association Label

    Association labels identify the contact's relationship to the Opportunity.

    1. Click + Add Association Label.
    2. Assign the Buyer association label as Buyer 1.

    Important: The Buyer must be associated as Buyer 1 for the Opportunity renaming automation to run.

     

    4. Automatic Opportunity Renaming

    After a Buyer is associated as Buyer 1, HubSpot automatically updates the Opportunity name.

    Before: Smith, John (Realtor) | Community Name

    After: Doe, Jane | Community Name

    No manual updates are required. Once the Buyer is associated as Buyer 1, the Opportunity name will update automatically.