CRM

AAustinEWG
Member

Contacts Changing Companies / Retain Info

SOLVE

Hello!

I am new to HubSpot. My company has an issue where they have created new contacts any time someone changes companies. They do this because they do not want to lose any of the historical information for that contact at their previous company. I have been tasked with doing a complete overhaul of our contacts (archiving/deleting contacts, cleaning duplicates, etc). I am wondering how the best way to handle these contacts is moving forward. Can I just leave the previous company as an association, but mark the new company as primary? Any advice here is welcome as it cannot be clean to have so many duplicates!

0 Upvotes
1 Accepted solution
Jonas_De_Mets
Solution
Top Contributor

Contacts Changing Companies / Retain Info

SOLVE

Hi @AAustinEWG,

I would suggest creating an extra assocation label.

For example "Previous Company" & "Previous Employee".
As shown in the printscreen (bottom right).

 

assocation label.JPG

 

Hope this helps!

 

Jonas De Mets
RevOps & Co-Founder @ Koalify

Connect via LinkedIn


Did my reply help answer your question? Please mark it as a solution.

View solution in original post

0 Upvotes
4 Replies 4
Jonas_De_Mets
Top Contributor

Contacts Changing Companies / Retain Info

SOLVE

Hi @AAustinEWG,

 

There are different options but I prefer a similar setup as you suggested:

- merge the contacts to get a 360 view of your interactions with that person

- retain the associations with the old company, but not as primary (consider using a custom association label)

- ensure that the most relevant email address is set as primary and remove redundant email addresses if needed.

 

FYI we have develop Koalify to make deduplication easy in HubSpot.
So let me know if you need some help with your duplicates!

 

Hope this helps!

Jonas De Mets
RevOps & Co-Founder @ Koalify

Connect via LinkedIn


Did my reply help answer your question? Please mark it as a solution.

0 Upvotes
AAustinEWG
Member

Contacts Changing Companies / Retain Info

SOLVE

Hi @Jonas_De_Mets 

Thank you for your response! When you say "consider using a custom association label" what do you mean? Or what would you suggest?

 

Thank you!

0 Upvotes
Jonas_De_Mets
Solution
Top Contributor

Contacts Changing Companies / Retain Info

SOLVE

Hi @AAustinEWG,

I would suggest creating an extra assocation label.

For example "Previous Company" & "Previous Employee".
As shown in the printscreen (bottom right).

 

assocation label.JPG

 

Hope this helps!

 

Jonas De Mets
RevOps & Co-Founder @ Koalify

Connect via LinkedIn


Did my reply help answer your question? Please mark it as a solution.

0 Upvotes
AAustinEWG
Member

Contacts Changing Companies / Retain Info

SOLVE

@Jonas_De_Mets Very helpful - thank you!!