When A Contact is No Longer with a Company

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Arun_Opto22
Contributor

Hubspot Community,

 

I'm looking for ideas or best practice...or what you do: if you find out your contact is no longer working for the company (and you don't know where they went). Right now all we do is add a note to the old record like "No Longer There"...and then PIN that note.

 

Deleting doesn't seem good to me because you loose all the original timeline history, which can be valuable if they pop up again in the future at a another company (in which case we merge the Contact records).

 

Thoughts, ideas?

 

Thanks,

Arun

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Accepted Solutions
webdew
Solution
Guide | Diamond Partner

Hi @Arun_Opto22 ,

What you are doing is absolutely right! Putting a note and pinning it seems perfect
Of course deleting a contact is not the right thing to do. As you said you loose all the original timeline history, which can be valuable if they pop up again in the future at another company

 

In order to keep a track of those contacts what you can do is either create a custom property to give them a label or you can also create a static list directly for these types of contacts.

Hope this helps!
If we were able to answer your query, kindly help the community by marking it as a solution.
Thanks and Regard.

View solution in original post

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karstenkoehler
Solution
Hall of Famer

Hi @Arun_Opto22,

 

There are different opinions on this, I shared mine here before. 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.)

 

As you already mentioned, o 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!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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4 Replies 4
webdew
Solution
Guide | Diamond Partner

Hi @Arun_Opto22 ,

What you are doing is absolutely right! Putting a note and pinning it seems perfect
Of course deleting a contact is not the right thing to do. As you said you loose all the original timeline history, which can be valuable if they pop up again in the future at another company

 

In order to keep a track of those contacts what you can do is either create a custom property to give them a label or you can also create a static list directly for these types of contacts.

Hope this helps!
If we were able to answer your query, kindly help the community by marking it as a solution.
Thanks and Regard.

View solution in original post

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Arun_Opto22
Contributor

Thank You. Nice suggestion about the custom property to filter on or create a list for. Appreciate it.

0 Upvotes
karstenkoehler
Solution
Hall of Famer

Hi @Arun_Opto22,

 

There are different opinions on this, I shared mine here before. 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.)

 

As you already mentioned, o 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!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

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Arun_Opto22
Contributor

Great. Thanks Karsten.

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