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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

Does Insycle create marketing contacts?

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.

Will Insycle change the status of existing marketing contacts?

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.

Are non-marketing contacts included in Insycle templates by default?

Yes. Insycle analyzes and includes non-marketing contacts in all operations unless they have been explicitly filtered out.

Can I filter out non-marketing contacts?

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

marketing-contact-hubspot-1.png

When merging duplicates, how can I ensure the master record is a marketing contact?

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

marketing-contact-hubspot-2.png

Where can I adjust settings for marketing contacts?

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.

Do non-marketing contacts count as "records" for Insycle plans?

Yes, Insycle plans count all records in the database, including non-marketing contacts. Learn more about the pricing and costs of Insycle plans.

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