We target an industry that has pretty high turnover, so our Leads move to new companies frequently. For example, we had a lead that we targeted last year; they switched companies and then filled a form w their new corp email.
I’d like to preserve the Lead’s activity tracking even after they move to a new Company, but I’m not sure how to best do this in Hubspot.
How do you handle a change of email (or duplicate records) so that you can preserve their activity?
Hi @miketaus,
There are different opinions on this. Personally, I’d recommend creating a new contact record as the majority of their engagement was related to their role at the previous company. (Or in other words, I wouldn’t rely on segmenting or automating based on the earlier information as it might not be accurate to their new situation.)
To keep the “link” between the old and new, I’d pin a note to the top of each contact record that includes a link to the other contact record, for easy reference.
I’d also make sure that the old email address isn’t being included in any marketing or sales activity anymore, either by putting it on a suppression list or opting it out of email communication – to avoid a hard bounce.
Hope this helps!