Disable automatic contact creation for Conversations

HubSpot Ideas
107

I’d like to share a possible solution for you (Professional & Enterprise). HubSpot launched beta for conversational-workflows in December 2020.

This workflow may help you

Sign up for beta and get access to conversational-workflows. As soon as you get beta-access:

  1. Create a contact property called “conversation-inbox date”
  2. Create a conversation-workflow
    1. Example Trigger: Inbox XY
    2. Action: set contact property “conversation-inbox date” to date of the step
  3. Create an active clean-up-list like with arguments like
    "conversation-inbox-date is known (or older than 10 days) AND no deal is associated with that contact
  4. Delete contacts that are in the clean-up-list

Who can use this workflow?

- Marketing Hub Professional & Enterprise

- Service Hub Professional & Enterprise

- Sales Hub Professional & Enterprise

How to get beta-access

Fill in the form to get access. More information: check out this knowledge article.

UPDATE 19.02.2021: How to create active list with only new contacts (Nr. 3)

Active list with argument: conversation-inbox date is BEFORE Create date

I know it sound strange because inbox-date can’t be before create date :slightly_smiling_face: But it works really smooth.