4 Things to Know About HubSpot Contacts

The root of everything in HubSpot leads back to contacts. Conducting a prospect call? Log it to a contact record. Received a new form submission on your website? Log it to a contact record. That's why it's important to start with the basics and get your contact records organized from the beginning.


Here are the 4 things you need to know about HubSpot contacts.


Create Custom HubSpot Contact Properties

When you think of HubSpot properties, think of columns in an Excel spreadsheet. When you have a new data point to collect, you create a new Excel column. The same thing goes for HubSpot - you create a new custom contact property. What HubSpot does is provides you with a much more sophisticated user interface for this data. That said, HubSpot provides you with a bunch of standard contact properties, but because your business is unique, you should also set up custom contact properties to measure the data that matters most to your business. There are many different types of HubSpot properties, like multi-line text, multiple checkboxes, calculations, and more, so be sure you understand the various types and when to use which.


Customize Your New Contact Cards

When you're ready to add a new contact to your database, the contact properties you see in the new contact window can be customized to your business. You must include an email address, but other properties like contact owner and lifecycle stage can be included or excluded. For paid accounts, you can require properties to be filled in before the new contact can be saved to your database.


Customize Your Contact Records & Associations

There are multiple ways to customize your contact records and contact associations that will help you better utilize HubSpot and create efficiency in not only your workday but your team's workday. They are all set up with HubSpot's defaults until you customize them to your needs. Check out the blog HubSpot Contacts Customizations but in the meantime, here's an overview of how you can customize contact records/associations:

  1. The default sidebar is seen on the left side of a contact record and contains key information about a contact. Put the most pertinent information in this section.

  2. Team properties sidebars allow you to set up sidebars for specific teams in HubSpot. For example, your marketing and sales team both use HubSpot's CRM, so you should set up a view that's unique to the marketing team and the information they need to qualify leads for sales, and you should set up a view that's unique to the sales team and the information they need to turn leads into opportunities.

  3. A contact association card is the section you see on the right side of a company or deal record which holds a snapshot of information pertaining to its associated contact(s).


Turn on Automation to Associate Contacts with Companies

This advanced feature is available to all HubSpot accounts - free and paid - and is a hidden gem when it comes to updating your contacts database. To find this feature and turn it on, you have to navigate to the company settings. When this setting is turned on, contacts whose email address matches a company's website domain will be associated and can be seen in their respective association cards. For example, my email address is ashley@apeakmarketing.com - from this, HubSpot would recognize "apeakmarketing.com" as my company domain and associate my contact record with the company record for A Peak Marketing. Now say there were 10 people with an email address ending in "apeakmarketing.com" each of those would be associated with the company record and all of their activity can be seen in one place - in the company record.


While organizing your contacts doesn't sound like the most exciting thing to do, taking the time to do this will set you up for success. Whether you're just getting started with HubSpot, or have been using it for years and are ready to optimize, I can help you make the most out of your HubSpot account. Contact me today to get started.



0 views0 comments