Tracking a contact's activity over a period of time
Mar 19, 2018 11:54 AM
My boss is considering switching us from Zoho to the HubSpot CRM (we would be free CRM users only), but we're coming up against a bit of a problem.
Currently, in Zoho, anytime someone fills out a form on our site (downloads an eBook, signs up for a webinar, etc.) they are created as a contact in Zoho...even if they use the same email address.
So, if John Smith downloads an eBook, and then two weeks later, John Smith registers for a webinar using the same email address, he is in Zoho twice as two individual contacts...and my boss really likes that.
He likes having the ability to easily see who has (for example) in the past 3 months filled out a lot of forms on our site (currently he can just sort Zoho by name and can export it and see A) how many times someone is in the CRM, and each time they were created).
Obviously, this isn't possible with the HubSpot CRM as HubSpot automatically de-dupes based on email address. So, my question is...is anyone doing anything similar? How are you all tracking contact engagement over a period of time (with out having to go into each individual contact)?