HubSpot allows companies to designate certain contacts as marketing contacts and others as non-marketing contacts, which do not count against their contact-based pricing plan.
Insycle considers non-marketing contacts as records in all plans, but its method for determining when and how marketing contacts are created differs from that of HubSpot. Additionally, Insycle is only able to create marketing contacts when you import new contacts and only if the HubSpot Marketing contacts toggle is enabled.
Frequently Asked Questions
Insycle only creates new contacts in HubSpot when using the Magical Import. These new contacts will be created as marketing contacts if the HubSpot Marketing contacts toggle is enabled.
Records modified through Insycle do not change the Marketing contact status.
The HubSpot contacts field Marketing contact status cannot be updated via the API, and therefore it cannot be updated through Insycle.
Get an overview on HubSpot integrations and marketing contacts: Manage marketing contacts settings for your integrations.
Yes. Insycle analyzes and includes non-marketing contacts in all operations unless they have been explicitly filtered out.
Yes. You can filter out non-marketing contacts in Insycle filters using the Marketing contact status field.
- Field Name: Marketing contact status
- Condition: any of
- Value: Yes
When merging duplicates, you can use the Marketing contact status field to ensure the record chosen as the master is a marketing contact.
Under Step 4 of the Merge Duplicates module, on the Record tab, add the following rule:
- Field Name: Marketing contact status
- Condition: is
- Value: Yes
For contacts created through Insycle, you can configure the default marketing contact settings directly in HubSpot under Settings > Integrations > Marketing Contacts. Find the toggle for Insycle Data Management.
If you'd like to change the settings for contacts after they've been created by Insycle, you can use HubSpot's bulk actions or workflows.
Yes, Insycle plans count all records in the database, including non-marketing contacts. Learn more about the pricing and costs of Insycle plans.
Additional Resources
Related Help Articles
- Pricing and Costs: Understanding Insycle Plans
- Calculate the Number of Records in HubSpot or Salesforce
- Ways to Save On Your Insycle Subscription
- How Insycle Works
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