--- title: "HubSpot Tip of the Month - March 2024: 10x clarity on where your Contact records came from" description: Discover how to streamline processes by connecting deals in HubSpot CRM. Learn how to link original sales deals with renewal deals for smoother client interactions and improved workflow efficiency. Subscribe now for more tips! image: https://blog.ucidity.com.au/hubfs/Ucidity%20-%20Blog%20Post%20Banner%20-%20HubSpot%20tip%20of%20the%20month%20-%20March.jpg --- [![Ucidity Logo white](https://blog.ucidity.com.au/hubfs/Ucidity_Logo_white.svg "Ucidity Logo white")](https://ucidity.com.au) - Solutions - [HubSpot CRM Services](https://ucidity.com.au/services/crm-services/) - [HubSpot Onboarding](https://ucidity.com.au/services/crm-services/hubspot-onboarding/) - [HubSpot Optimisation](https://ucidity.com.au/services/crm-services/hubspot-optimisation/) - [Success Stories](https://ucidity.com.au/success-stories/) - Resources - [Blog](https://blog.ucidity.com.au/) - [About](https://ucidity.com.au/about-us/) - [Team](https://ucidity.com.au/about-us/#team) - [Case Studies](https://ucidity.com.au/success-stories/) - [Contact Us](https://ucidity.com.au/contact-us/) menu close - Solutions - [HubSpot CRM Services](https://ucidity.com.au/services/crm-services/) - [HubSpot Onboarding](https://ucidity.com.au/services/crm-services/hubspot-onboarding/) - [HubSpot Optimisation](https://ucidity.com.au/services/crm-services/hubspot-optimisation/) - [Success Stories](https://ucidity.com.au/success-stories/) - Resources - [Blog](https://blog.ucidity.com.au/) - [About](https://ucidity.com.au/about-us/) - [Team](https://ucidity.com.au/about-us/#team) - [Case Studies](https://ucidity.com.au/success-stories/) - [Contact Us](https://ucidity.com.au/contact-us/) - [Bite-Sized Branding](https://blog.ucidity.com.au/tag/bite-sized-branding) - [Digital Marketing](https://blog.ucidity.com.au/tag/digital-marketing) - [Inbound Marketing](https://blog.ucidity.com.au/tag/inbound-marketing) - [HubSpot CRM](https://blog.ucidity.com.au/tag/hubspot-crm) - [CRM](https://blog.ucidity.com.au/tag/crm) - Subscribe ### Subscribe to Our Blog Stay up to date with the latest marketing, sales, and service tips. # HubSpot Tip of the Month - March 2024: 10x clarity on where your Contact records came from [![John Hill](https://blog.ucidity.com.au/hubfs/John%20Hill%20-%20Headshot%20-%20Square%20-%201024%20x1024.jpg) Written by John Hill](https://blog.ucidity.com.au/author/john-hill) ![Front Office vs Shop Floor: Balancing CRM and ERP for full efficiency](https://blog.ucidity.com.au/hubfs/Manufacturing%20CRM%20vs%20ERP.jpg "Front Office vs Shop Floor: Balancing CRM and ERP for full efficiency") [![John Hill](https://blog.ucidity.com.au/hubfs/John%20Hill%20-%20Headshot%20-%20Square%20-%201024%20x1024.jpg) Written By: John Hill](https://blog.ucidity.com.au/author/john-hill) #### [Front Office vs Shop Floor: Balancing CRM and ERP for full efficiency](https://blog.ucidity.com.au/crm/manufacturing-crm-vs-erp) [CRM](https://blog.ucidity.com.au/topic/crm) [Manufacturing](https://blog.ucidity.com.au/topic/manufacturing) [ERP](https://blog.ucidity.com.au/topic/erp) ### Editor's Picks for February 2019 ![John Hill](https://blog.ucidity.com.au/hubfs/John%20Hill%20-%20Headshot%20-%20Square%20-%201024%20x1024.jpg) [John Hill](https://blog.ucidity.com.au/author/john-hill) wrote — October 14, 2024 #### [How to Stop Sales Leads from Falling Through the Cracks](https://blog.ucidity.com.au/crm/stop-sales-leads-falling-through-the-cracks) ![John Hill](https://blog.ucidity.com.au/hubfs/John%20Hill%20-%20Headshot%20-%20Square%20-%201024%20x1024.jpg) [John Hill](https://blog.ucidity.com.au/author/john-hill) wrote — December 9, 2025 #### [How to install the new Outlook HubSpot Sales Plugin](https://blog.ucidity.com.au/crm/new-outlook-hubspot-sales-plugin) ![John Hill](https://blog.ucidity.com.au/hubfs/John%20Hill%20-%20Headshot%20-%20Square%20-%201024%20x1024.jpg) [John Hill](https://blog.ucidity.com.au/author/john-hill) wrote — October 21, 2025 #### [Was HubSpot impacted by the recent AWS outage?](https://blog.ucidity.com.au/crm/hubspot-aws-outage)  Content Marketing,Content Marketing |  2 min read [mailto:?subject=https://blog.ucidity.com.au/hubspot/tip-of-the-month/10x-clarity-on-where-your-contact-records-came-from](mailto:?subject=https://blog.ucidity.com.au/hubspot/tip-of-the-month/10x-clarity-on-where-your-contact-records-came-from) Welcome back to our monthly HubSpot tip, brought to you by Ucidity, your trusted HubSpot Platinum partner. Whether you're a seasoned user or just getting started, we're here to enhance your HubSpot experience. Today, we delve into the power of connecting deals to deals and beyond. In this month's tip, we're focusing on streamlining your workflow by linking records within HubSpot. Imagine a scenario where you have ongoing services with clients involving multiple stages and renewals. Traditionally, managing these processes might involve custom fields and complex setups. However, HubSpot now offers a seamless solution to connect deals, contacts, and companies, simplifying your operations. ### Let's break it down: 1. Streamlined Renewals Process: Picture a client on a 12-month retainer. At the nine-month mark, it's time for renewal. With HubSpot's feature, you can effortlessly link the original sales deal to the renewal deal, maintaining a clear relationship between transactions. No more manual workarounds or data silos. 2. Enhanced Visibility: By connecting deals, you ensure that all relevant information stays consolidated. The original deal retains crucial data like sales history, notes, contacts, invoices, and contracts, while the renewal deal tracks future revenue and renewal status. This holistic view fosters better decision-making and forecasting. 3. Interconnected Contacts: HubSpot allows you to link contacts to contacts, facilitating nuanced relationships within your network. Whether it's assigning roles within an organization or establishing familial ties, you can easily map out connections for a comprehensive understanding of your contacts' dynamics. 4. Company Relationships: Explore the parent-child relationship feature within companies. This functionality enables you to link related companies, ideal for managing subsidiaries, partnerships, or referral networks. With HubSpot, you can effortlessly visualize and manage complex business relationships. 5. Channel Partner Management: For businesses with channel partners, HubSpot offers valuable tools for tracking referrals and collaborations. By linking the referring company to the client company, you gain insights into referral patterns and partnership performance, empowering strategic decision-making. ### Conclusion: Harness the full potential of HubSpot by leveraging its robust record-linking capabilities. Whether you're managing renewals, nurturing contacts, or overseeing company relationships, HubSpot provides the flexibility and efficiency you need to thrive in today's dynamic business landscape. If you're ready to optimize your HubSpot implementation or explore its full capabilities, Ucidity is here to help. As a gold HubSpot partner transitioning to platinum, we specialize in implementing and optimizing HubSpot portals to drive your business forward. Thank you for joining us for this month's tip. Stay tuned for more insights and best practices in our next HubSpot tip of the month. Remember, Ucidity is your partner in maximizing your HubSpot experience. Until next time! [![Integrate HubSpot with your systems](https://no-cache.hubspot.com/cta/default/5379946/7dc38edf-7faf-4a1f-b547-d4a7528977a8.png)](https://cta-redirect.hubspot.com/cta/redirect/5379946/7dc38edf-7faf-4a1f-b547-d4a7528977a8) Published on March 11, 2024 ## Recommended reading ![](https://blog.ucidity.com.au/hubfs/Ucidity%20-%20Blog%20Post%20Banner%20-%20HubSpot%20tip%20of%20the%20month%20-%20February.jpg) ### [HubSpot Tip of the Month - February 2024: Connecting Deals to Deals, and more...](https://blog.ucidity.com.au/hubspot/tip-of-the-month/connecting-deals-to-deals-and-more) ![](https://blog.ucidity.com.au/hubfs/Ucidity%20-%20May%20-%20HubSpot%20tip%20of%20the%20month.jpg) ### [HubSpot Tip of the Month - May 2024: Handling Subscriptions through HubSpot](https://blog.ucidity.com.au/hubspot/tip-of-the-month/handling-subscriptions-through-hubspot) ![](https://blog.ucidity.com.au/hubfs/Ucidity%20-%20HubSpot%20tip%20of%20the%20month%20-%20April.jpg) ### [HubSpot's new online payment feature: HubSpot Monthly Tips April 2024](https://blog.ucidity.com.au/hubspot/tip-of-the-month/hubspots-new-online-payment-feature) ![HubSpot Tip of the Month: Auto create Sales Deals with Line Items](https://blog.ucidity.com.au/hubfs/Ucidity%20-%20Blog%20Post%20Banner%20-%20Hubspot%20tips%20of%20the%20month%20-%20Auto%20create%20Sales%20Deals%20with%20Line%20Items.jpg) ### [HubSpot Tip of the Month - November 2022: Auto create Sales Deals with Line Items](https://blog.ucidity.com.au/hubspot/tip-of-the-month/auto-create-sales-deals-with-line-items) [![Ucidity Logo white](https://blog.ucidity.com.au/hubfs/Ucidity_Logo_white.svg "Ucidity Logo white")](https://ucidity.com.au) ## **02 9000 1057** info@ucidity.com.au Level 11, 189 Kent St Sydney NSW 2000 - ### Quicklinks. - [HubSpot CRM Services](https://ucidity.com.au/services/crm-services/) - - [HubSpot Onboarding](https://ucidity.com.au/services/hubspot-onboarding/) - - [HubSpot Optimisation](https://ucidity.com.au/services/hubspot-optimisation/) - - [HubSpot Training](https://ucidity.com.au/services/hubspot-training/) - - [HubSpot Demos](https://ucidity.com.au/hubspot-demo/) - [Website Terms of Use](https://ucidity.com.au/website-terms-of-use/) - [Privacy Policy](https://ucidity.com.au/privacy-policy/) ### Get in touch with us. 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