Welcome to HubShots – APAC’s number 1 HubSpot focussed podcast – where we discuss HubSpot tips & tricks, new features, and strategies for growing your marketing results.
This episode we chat about HubSpot’s super useful new option in workflows for avoiding merged contact issues. Plus tips for automating some of your key sales tasks.
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Recorded: Thursday 30 January 2020 | Published: Wednesday 12 January 2020
Shot 1: Growth Thought of the Week
Connect with us on LinkedIn
Connect with Ian on LinkedIn here: https://www.linkedin.com/in/ianjacobau/
Connect with Craig on LinkedIn here: https://www.linkedin.com/in/craigbailey/
Why is everyone recording TikTok videos and sharing them on Twitter and LinkedIn?
Shot 2: HubSpot Marketing Feature of the Week
HubSpot Workflow Merged Contact Setting
Yay, this is going to save so much work and hassle.
Means that when contacts are merged you can stop them from getting enrolled in workflows.
This is a very welcome update.
We first covered this contact merge issue last February in episode 149:
and then later reminded listeners in October in episode 178:
Our workaround was to have global exclusion lists that we added to all workflows, and then we’d move contacts that were to be merged temporarily into the exclusion lists.
In episode 178 we wondered whether HubSpot would create a solution for this – Craig’s suggestion was to have an option when merging to turn off any workflows being fired. HubSpot’s solution has been to put the option into each workflow. This is a better solution because there are cases where you would want the workflow to fire eg any workflows that set properties eg updating a lifecycle.
The main thing you want to stop from happening is for emails to be sent out (either to contacts, or internally).
Shot 3: HubSpot Sales Feature of the Week
Sales automation: creating call lists for sales from defined criteria. How did we do this?
- Create an active list with your criteria: