Best way to mark contacts as marketing contacts when added via Sales extension

Smart CRM & Sales Hub CRM
1

Hi all,

I’m having some data hygiene challenges where my Sales people use the Hubspot extension that automatically adds contacts to the system, but when it does it adds those contacts as Non-marketing. When I look at their source, it says “Bcc to CRM”. I’d like the contacts to automatically be switched to marketing contacts when they are entered this way. Is there a best practice for the way to do this?

Thanks!

Jeannie

2

Hi @JCambria,

You could create a short contact-based workflow to achieve this - enrolling contacts based on the source you mentioned, then using the workflow action “Set marketing contact” to mark them accordingly :slightly_smiling_face:

Best regards!