Tracking a contact's activity over a period of time

wduprey33
Member

Hi all,

 

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)?

 

Thanks!

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wduprey33
Member

Here are a couple of things we've tried already:

 

  • Adding filters to the contacts overview, but unfortunately when you add multiple filters they are all "and" criteria, so we could only search for someone who has downloaded an eBook and registered for a webinar and downloaded a tip sheet instead of doing at least one of the three
  • Tried playing around a bit with custom properties so we could get around the issue above, but the trouble with that is that my boss also wants to be able to easily see (without having to go into the contact record) when they downloaded the eBook and when they registered for the webinar
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