Looking to clean up the "Source" of leads in a HubSpot CRM I've recently taken ownership of.
Following contacts being entered into HubSpot by Original Sources such as Paid, Organic, Direct etc, a workflow will then attribute them a "Source" or Conversion Capture which then provides further information on how they were generated.
When Inbound Sales follow this up, occasionally the contact isn't the right contact to move the discussion further and the reps are given a "Second contact" at that company.
To date in order not to skew the numbers of "Source" (especially Paid Sources which is cross-checked against PPC reporting) when this correct contact is added to the Company they are given an Original Source of Offline Sources and "Source" of "Second contact".
What is the best practice for adding these to the HubSpot CRM? Without skewing the numbers we are reporting on Source of all contacts in HubSpot.
Nov 19, 20204:38 AM - edited Nov 19, 20204:40 AM
Participant
Best practice for adding second contact to CRM
Hi Phil,
Thanks for the reply!
If this second contact was to then become an Opportunity or Customer, we'd like to ensure that it is attributed to the "Source" and "Original Source" of that first contact. Would you recommend reporting on the Company (account) level to ensure this attribution is kept?
If you are adding these contacts manually, thereby giving them an original source of offline, and setting a Source value specific to these referred contacts, I can't see anything wrong with this. You might need to exclude Source = Second contact from some reports but other original sources and sources shouldn't be skewed.
I wanted to tag some top experts to share their knowledge, @Phil_Vallender, @Dan1, @Krystina we would love if you could share your opinions on @skennedy quesiton.