Lists, Lead Scoring & Workflows

JMart5
Member

Checking if new contact's company is already in our system

SOLVE

Hello, trying to figure out a way if with workflows you could filter out new contacts by checking if their email or company name are already in our system. 

If so, we'd want to treat them as a new conctact, but from the same company means that we could have a closer relationship with them right away.

So the idea is something like this to put simply: 

Form submission on our webiste > workflow checks if email domain is already existant on hubspot > if no, end > if yes, continue with the workflow and send custom emails etc.

 

The main part would just be to figure out how to filter users based on their emails or the company names.

Would appreciate any help or guidance to help us achieve this thanks!

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Checking if new contact's company is already in our system

SOLVE

Hi @JMart5,

 

The details depend a bit on whether you're creating companies automatically or not: https://knowledge.hubspot.com/object-settings/automatically-create-and-associate-companies-with-cont...

 

If you're not, then makes things a lot harder due to the missing association. HubSpot's automation relies heavily on assocations when things in the CRM are checked.

 

If you are, this can be achieved with a contact-based workflow like the one below:

 

karstenkoehler_0-1720672351790.png

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

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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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Checking if new contact's company is already in our system

SOLVE

Hi @JMart5,

 

The details depend a bit on whether you're creating companies automatically or not: https://knowledge.hubspot.com/object-settings/automatically-create-and-associate-companies-with-cont...

 

If you're not, then makes things a lot harder due to the missing association. HubSpot's automation relies heavily on assocations when things in the CRM are checked.

 

If you are, this can be achieved with a contact-based workflow like the one below:

 

karstenkoehler_0-1720672351790.png

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

0 Upvotes