Companies & Contacts & Tickets
Company = Partner/Division
A HubSpot Company has several Contacts
The primary Company associated with the Contact determines what the Contact is able to see in the Customer Portal
Contacts = A user
There should only be one Contact record per customer
If a customer has multiple emails, you can set a primary and secondary email
New Contacts are automatically created in HubSpot when a form is filled out by a new user
Tickets = A form submission from Ui.Marketing or an Email sent directly to HubSpot
Each ticket has a Company and a Contact associated with it
A ticket is associated with a Contact based off of how the ticket was submitted
If a form is filled out in Ui.Marketing, the email addressed entered in the email field is matched with a contact
If an email is sent, the email address in the from line will be matched with a contact record
If a form or email is sent from a contact that doesn’t already exist in HubSpot, a new contact record in created
0 Comments