Contacts with multiple roles and emails (professional & personal)

Smart CRM & Sales Hub CRM
1

Hi everybody,

I’m a new Hubspot user as I’ve just finished my import from the CRM I used before. So sorry if my question seems to be a little stupide for you :wink:

As I’m a recruiter, I’ve 3 types of Contacts :

  • Potential candidates,
  • Customers (companies recuiting)
  • and contacts that can be both potentiel candidates and customers (I recruit for them but they also look at a new job for themself).

With candidates (and also with contacts that are both customers and potentiel candidates), I will use Hubspot for CRM, inbound and automation (like CTA and tracking on my website when they apply for a job), so I guess I need to store their personal email in Hubspot’s Email field.

With contacts that are customers only, I will only use Hubspot as a “normal” CRM (no inbound, no tracking, no automation).

So, in which Hubspot fields would you recommend me to store their email adresses ?

  • Candidates only : I guess their personal email should be store in the Email field (so it’s their Primary Email). Am I right ?
  • Customers only : I guess their personal email should be store in the Email field too (they only have one Email in Hubspot). Am I right ?
  • Contacts that are both potentiel candidates and customer, with one professional email and one personal email : Should I store their personal email as Email Primary, and thier professional one in Email, not Primary ? Or would you recommend me another solution ?
  • And how should I do if a candidate becomes a customer too, or if a customer becomes a candidate too (ie when adding a second email, professional or personal one) ?

Also, how do you recommend me to store their profile, like :“active customer”, “active candidate looking for a job”, “potentiel future candidate” … ? I’ve seen the “Persona”, “Lifecycle stage” and “Lead status” fields but I don’t know what are they usefull for … :disappointed_face:

Thanks a lot for your help :slightly_smiling_face:

2

Hi @HerveFR ,

As you are a recruiter I will suggest keeping the personal emails as primary ones as this is your main motive and for those having 2 emails, I would suggest the personal email as primary and professional as secondary.

If candidates, they will be having only a personal email so it will fill in the email field.

If customers, they will be having only professional email so it will fill in the email field.

And about the case of candidates changing into customers or vica versa you can keep this rule constant to stay away from future confusion.

and to know about buyers persona you can refer to this course: https://academy.hubspot.com/lessons/buyer-personas

How to create buyers persona: https://knowledge.hubspot.com/contacts/create-and-edit-personas
To know about Lifecycle stages: Use contact and company lifecycle stages

To know about Lead status: How to Manage Your Sales Process in HubSpot With Lead Status

Hope this helps!

If we were able to answer your query, kindly help the community by marking it as a solution.
Thanks and Regards.

3

Hi @webdew ,

Oky, thanks for this answer :slightly_smiling_face: I’ll have a look at these links.

Have a good day