I can’t think of many cons here, the only one being human error, potentially.
If you import a list of contacts, check if these contacts have potentially been around in the CRM for a while. With a list, you can remove all contacts from that were created before the day of the import, to not overwrite more accurate previous data. If the Original source of the remaining contacts is offline, I don’t see why you shouldn’t change it to whatever information you have about the actual source of these contacts.
Question about deleting bounced or unsubscribed contacts. We have too many contacts in our database. There is a lot of advice about deleting hard bounced or unsubscribed people.
We are integrated with a different CRM than Hubspot. My fear is that these contacts will come back to Hubspot via the integration and be re-created. And since we won’t have their bounce information any more, they will be sent messages that will bounce or that they don’t want, then they’ll mark us as spam.
One option here would be the GDPR delete in HubSpot: “GDPR deletion includes a blocklist functionality, which means that once a contact is GDPR-deleted, you will not be able to add them back to your account in the future.” It would prevent these contacts from being added again by an integration.
In general, there are different approaches to tackling bounced or unsubscribed contacts and I wouldn’t delete these per se. (This does however, as always, not constitute legal advice and your legal team is the best resource to give you advice.)
For example, you might have contacts that are either customers. You wouldn’t want to delete these contacts even if they have bounced or unsubscribed. Same goes for bounced contacts talking to sales, your marketing emails might not go through, but calls and emails right from the rep inbox might.
I’d recommend thinking about the different types of contacts that you have in the system and how you would treat a bounce and unsubscribe for each of them. Some you’ll want to GDPR delete, others you might want to research or follow-up on.
Appreciate all the help you provide here. Question for you, Is it possible to have people show on the forecast if they do not have an open deal against a pipeline? They have goals setup for that pipeline and as soon as they have an open deal they show on the forecast but I would like them to show from when they are first setup.
As far as I know HubSpot doesn’t show null/empty data in reports. With the goals set up, this is a valid request however and I’d recommend you post this in the HubSpot Ideas section of the community.
Hi Karsten, what API is available to screenpop the HubSpot client screen based on the Calling Line ID (CLID) or ANI of an incoming phone call? I see that you have a Calling Extensions SDK but this is only applicable to outbound calls.
Presently, only outbound calls are supported; however, this is a very sought after feature and is being worked on for a future iteration of the SDK. I do not have a firm timeline on it, but I know that it is actively being pursued.
I’ve recently joined a new company and I’m looking into sorting out the duplicates. Is there a way to run a report to see how they have been caused? Imports or other apps that automatically create new contacts and companies? They have somebody that cleans the data in SF but not in Hubspot.
Not out-of-the-box unfortunately. With HubSpot’s duplicates tool (Professional and Enterprise), you can choose to show the source for the contacts that you’re comparing and include the original source:
But this information cannot be displayed in reports because it’s a comparative information and HubSpot isn’t looking at two contacts at the same time in reports. You’d have to label these contacts with a custom property (e.g. Duplicate contact with values “Original” and “Duplicate”) to be able to create reports on this.
I am attempting to sort our duplicate companies on our hubspot account for my company and I am finding that we have a lot of duplicates that hubspot doesn’t recognize as duplicates because some are missing domain names. Is there a way to make it so that hubspot does recognize duplicates that are missing domain names?
This has been brought up by other users before. Like HubSpot Insights, you can’t change how the duplicate identification works exactly, unfortunately. It follows the rules described here: “comparing two records’ names, email addresses, IP countries, phone numbers, zip codes, and company names.”
Hi @karstenkoehler, the world is so small
One question I have is - how can we track meetings booked by sequence without using a meetingslink? I find this is definitely a feature lacking in HubSpot, as, of course, the meeting rate is the 1 priority, yet the hardest to track.
Thanks,
How are these meetings booked? As far as I know, this currently can’t be done, since there isn’t any way to filter contacts by clicks of specific links in sales emails.
You could however approach this by filtering for contact who have booked a meeting and then also filtering for contacts who have been enrolled in your sequence, see Last sequence enrolled:
Thank you for your replies! Meetings are booked either via phone (which are also part of the sequences as tasks) or a time is agreed upon in the email itself. We don’t regularly add meetings links to our emails. Basically, what I’m missing is a report that shows me e.g. which sequences have lead to most deals. That would suffice tbh, as we count meetings by # of deals created.
I just wonder how this feature has been overlooked, or do most HS users heavily use meetings links?
That’s a very good point! We just create the events in our Google Calendars directly, as we can then also add the Google Meet link directly. But this also creates a meeting on the contact record, so this might not even matter?
In any case, it seems that the type of functionality I’m looking for doesn’t exist in HubSpot as of today. Perhaps need to submit an idea. Thanks for all your help Karsten!
