Hi community!!
I recently just merged all my contacts between Outlook, Google, Iphone over a 15 year career. There are a total of 10k contacts. Issue is a lot of folks are no longer at the same job.
I’d love to figure out a way to use HubSpot to create two separate lists, one of active users and ones who are no longer there. That way I can update my information for the contacts who have changed jobs via screening them on LinkedIn.
Would greatly appreciate that!!
Hi @RMurad! How do you know they are no longer at their job? Is this personal knowledge you have or is there a property on someone’s record that you could sort by or create a list from? If you can get people separated out on a List, then you segment them that way. Or you can use a Workflow to trigger updates for the records on the List.
Crystal: I know simoply because my industry has had so mucb turnover in the last decade. I also started using LinkedIn and notice many who are at different locations so am uopdating as I go.
If I could use some email list screener that could do a test of active vs. inactive I could find the others to update on LinkedIN
Hi @RMurad,
While HubSpot itself does not have any features to do this automatically, it offers tools that can greatly facilitate this process.
Generally, the first thing you’ll want to do is create a custom property that has two values, it could be named Still at this company and have two values, “Yes” and “No”. You can learn about creating custom properties here. This will later allow you to categorize your contacts into the two segments by this value, for example by creating two active lists; one that filters out contacts with “Yes”, one that filters out contacts with “No”. (Additionally, I’d recommend placing this property in the contact sidebar for easy access.)
Have you imported these contacts in HubSpot already? If not, I’d would strongly recommend to wait. Especially if you’re on a free account, uploading old and inactive email address might cause your account to be blocked. For good.
That’s why, as a next step, I would recommend using an email validation tool like Neverbounce, Verifalia etc. With these tools you can check whether an email would go through to that contact or not. If not, it’s likely because that email account does not exist anymore. These tools will test this for you (for a price, of course) and you’ll get a list of all email addresses which will bounce. Most probably, these are the contacts that have changed their jobs and “abandoned” their old employer’s inbox.
The contacts who did not bounce are very likely still at their job. You can import these into HubSpot.
The bounced contacts you should research and track your progress in an Excel file before uploading them into HubSpot. Keep in mind that consent into sales/marketing communication is email based and you do not automatically have the consent to email a contact at their new job. When in doubt, always consult a legal professional, since my post here does not constitute legal advice.
So all in all, you’ll still have to do a lot of manual work (or have someone help you). There are tools out there which will surface the email address and more information about a LinkedIn contact for you, however not all of these are GDPR compliant.
Hope this helps!
If I could use some email list screener that could do a test of active vs. inactive I could find the others to update on LinkedIN. Wonder if there is a test blast system or some such which records bounces.
Edited out for offering something sassy…just the kind of day I’m having 
Hahahaha!! Thanks!
Hi @RMurad,
That “list screener” would be the email validation tool I mentioned.
@Crystal_Hopper, I have to disagree with you here. I strongly advise against an email send. This will result in a very high bounce rate which could lead to your accoung being blocked. If you have your own sending domain connected, @RMurad, it will harm your email deliverability so badly that it will be hard to recover. You need to validate these emails in a tool outside of HubSpot first.
Best regards!
Yep I am getting the screener. Thanks! I will verify first and then create separate lists. Lets see how many show upo my guess us 55% still where they were and rest moved on to new pastures.