Updating/Creating Contacts in HubSpot

When to use this form:

🔄 Update/Change an Existing Contact (Synced from NetSuite)

• Example updates: Phone Number, Email, Job Title
• The HubSpot contact record will be updated.

  • If it doesn't properly match to the current contact and creates a new record - the CRM Specialist will make adjustments when they begin their task to Audit

  • A task is automatically sent to Sales Ops to update the corresponding record in NetSuite.What happens: 

➕ Add a New Lead to HubSpot

• Use this option to create a new contact record for a lead that is not in the system yet
  • HubSpot will create a Company Record based on the contacts email domain
  • If this doesn't happen because it's a gmail: The CRM Specialist will reach out with questions when she gets to her task!

👥 Add a Contact to an Existing Company (Employee of a Company)

• If a contact is missing from a company already in HubSpot, select this option.
• Ensure all necessary information (name, email, role) is included.

🔐 Add a Contact That Needs Portal Access

• Use the form to request contact creation for portal access.
• What happens:
  • A task is created for the Sales Executive to reach out to have contact email icare
  • The owner must email icare@icrealtime.com granting permission.
  • Once permission is received, Operations will add the contact to NetSuite.
    • Majority of the Sales Team knows where to make these requests, but these are for the one off situations when it's requested this way.