HubSpot Ideas


Create workflow to decide about marketing contact

At the moment, we can only decide that generally all new contacts become a marketing contact or not.


However, as a SAAS company we decide via lead forms that some companies (mostly trials) become a marketing contact. However, once customer, over time they might create new contacts on our app that will not show up as a "lead" and we want them to become a marketing contact too.


On the other hand, in the trial stage only the one lead that signed up is a marketing contact, not the contacts the lead creates through his trial account in our app.


Hence, currently we do not see any way to prevent specific contacts created to become a marketing contact.