We have just upgraded our HubSpot subscription and I start feeling that getting ‘marketing contacts’ is most crappy decision I have ever made.
As you can read here, then a number of important contact creation points cannot automatically set users to marketing contacts. Personally I see this as a major flaw as I cannot execture my marketing automations on the new contacts before I somehow set them to being marketing contacts… This is like a circular reference as I cannot trigger a workflow on a non marketing contact.
Requirement
Contacts created by meeting booking must be possible to create as marketing contacts.
The default option is ‘on’ if your HubSpot account has marketing contacts.
Additional elements to add as marketing contacts by default:
- Contacts created by logging one-on-one mails
- Contacts created through the Outlook plugin (and Chrome and Firefox)
Please refer to this help article on gaps in the ability to set new contacts as marketing contacts by default.