Hello,
I am trying to identify from my contacts if they are inbound or outbound contacts. Normally, Hubspot does a very good job as soon as the contact is created to identify the contact, but sometimes it misses.
So, to avoid that, should I be creating an additional workflow for my contacts to be tagged as Inbound or Outbound?
If yes, then can you tell me how to create that workflow?
Hi @YeshaMehta,
Could you explain in a bit more detail here what you mean?
@YeshaMehta wrote:
Normally, Hubspot does a very good job as soon as the contact is created to identify the contact, but sometimes it misses.
Could you also please share how exactly you define outbound and inbound and how you would decide whether a contact falls in one of these categories? This is crucial for a workflow proposal.
Best regards
Thank you for getting back to me so quickly. I appreciate the opportunity to provide additional clarification on the matter of contact tagging workflows in HubSpot.
To delve deeper into the issue, let me elaborate on our current process and the challenges we’ve encountered:
HubSpot’s system typically automatically identifies contacts as inbound or outbound based on predefined criteria such as the original source of the contact (e.g., website form submission, email campaign, social media interaction, etc.). This automated tagging is crucial for segmentation and targeting purposes within our marketing and sales efforts.
While the automatic tagging system is robust, there are instances where contacts are not correctly tagged due to various factors, such as incomplete data, unconventional sources, or system glitches. These instances lead to discrepancies in our contact database and can affect the effectiveness of our targeted communications and workflows.: In light of these challenges, I am exploring the option of creating supplementary workflows within HubSpot to ensure consistent and accurate tagging of contacts.
We identify inbound and outbound contacts based on how they have reached us. If they have filled out an inquiry form or downloaded our guides, then it is inbound, and if our sales team has out-reached them, then it is outbound.
I hope this helped!
@YeshaMehta thank you - I’m still not quite clear which HubSpot feature exactly you’re referring to here:
@YeshaMehta wrote:
HubSpot’s system typically automatically identifies contacts as inbound or outbound based on predefined criteria
Where in the tool are you seeing this? There could be various places you’re referring to. Can you share a screenshot?