Hubspot Integration: Contact List Identifier

  • KixCare
    Asked on June 23, 2022 at 10:18 AM

    The contact is created as a non-marketing contact. How can I make it so it is a marketing contact?

  • Marlon_T Jotform Support
    Replied on June 23, 2022 at 11:01 AM

    Hello KixCare,

    Thank you for contacting Jotform Support. I'm not sure about your query. Could you give me a bit more information about it? Please let me know what you're trying to achieve.

    Reach out again if you have any other questions.

  • francisca22
    Replied on July 12, 2022 at 4:24 AM

    Hi Marlon,

    What KixCare is referring to is the fact that HubSpot offers 2 types of contacts: marketing and non-marketing, the former allowing CRM managers to include these contacts into marketing emails, sequences, etc. whereas the latter means the contact is just stored on the CRM but you cannot automatically enrol them into any processes until their type is switched to marketing contact.

    It looks like, by default, the contacts created using the Jotform - HubSpot integration are non-marketing. Is there a setting that can help with this to prevent CRM admins from having to check periodically and edit contacts' type? Otherwise significant new leads could be missed in new marketing/sales campaigns.

  • Myla JotForm Support
    Replied on July 12, 2022 at 6:25 AM

    Hello KixCare,

    Thank you for your feedback. I’ll need a bit of time to look into this. I’ll get back to you as soon as I can.

    Thanks for your patience, we appreciate it.

  • Myla JotForm Support
    Replied on July 12, 2022 at 10:01 AM

    Hello KixCare,

    Thank you for your patience.  As I further checked on this, our Hubspot Integration is limited only to creating contacts, updating contacts, and creating deals. We understand that you are looking for an option to set the contacts either marketing and non-marketing but these is not available feature for the Integration. We can open this thread for feature request, however when or if it's developed depends on their workload, how viable it is, and how many other users request it. If you'd like us to proceed, just let us know. As a workaround, you may try to set your contacts as 'Marketing contacts' directly from your HubSpot account. For more details, you may check this link.

    For further inquiries, please do not hesitate to contact us.