Tips, Tricks & Best Practices

SHinojosa3
Contributor

Is there a way to flag priority contacts?

SOLVE

We are trying to find a way to flag priority contacts based on triggers. Ideally, if a contact responded to a one to one email, it would flag the contact so when someone sees the record it would stand out as being a priority contact due to their action. I tried to see if we could create a workflow that pinned a note to the top of the record based on a trigger, but that wasnt possible. It sounds like I am looking for something like a Deal Tag, but it looks like that is only possible with Deals.

 

The best solutions I have found are using workflows to update a property based on an action, a trigger creating a task, sending a notification to a user when an action occurs or adding them to a list. 

 

It doesnt sound like HS allows for color coding contacts. Are there any integrations that could help with this? I found supered, but not sure it is the right solution. 

 

Any ideas would be appreciated.

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

Is there a way to flag priority contacts?

SOLVE

@SHinojosa3 

 

1) Yes, UI extension cards could be placed in the right sidebar, see here: https://developers.hubspot.com/docs/platform/create-ui-extensions

 

2) Yes, workflows can be triggered by one-to-one emails. To do this, you would click into the enrollment criteria of a workflow, add a filter, then change the dropdown from whatever object it current refers to to activites. Under activities you can specify activity type to filter for one-to-one emails, activity date (e.g. less than 1 day ago) etc.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Is there a way to flag priority contacts?

SOLVE

Hi @SHinojosa3,

 

In Sales and Service Hub Enterprise, there are the CRM development tools which would allow you to create visual highlights for these contacts on the contact record: https://developers.hubspot.com/docs/platform/crm-development-tools-overview

 

A simpler and easier option would be settling on an eye-popping emoji, creating a custom property that either has the emoji in its name or as a drop-down option and placing it in the left record sidebar.

 

Hope this helps!

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.

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SHinojosa3
Contributor

Is there a way to flag priority contacts?

SOLVE

Thank you for your assistance with this. 

 

1)- In regard to the development tools, would we be able to create visual highlights on the contact record through the UI extension? I am not a developer, so I wasn't sure how that would be done. 

 

2) I really like this easy option. DO you know if a workflow can be triggered by one to one emails? 

 

Thanks again!

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Is there a way to flag priority contacts?

SOLVE

@SHinojosa3 

 

1) Yes, UI extension cards could be placed in the right sidebar, see here: https://developers.hubspot.com/docs/platform/create-ui-extensions

 

2) Yes, workflows can be triggered by one-to-one emails. To do this, you would click into the enrollment criteria of a workflow, add a filter, then change the dropdown from whatever object it current refers to to activites. Under activities you can specify activity type to filter for one-to-one emails, activity date (e.g. less than 1 day ago) etc.

 

Best regards!

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