Hubspot “Contacts” are the Hubspot record for any individual person. The Contact record should contain all the information we have for that individual along with email/meeting activity for them.

Principles for Hubspot Contacts

• Good Enough is Good: It is impossible and a waste of time to try and make contact records perfect. The only goal is that if someone who does not know the person looks at the record, they are able to get a quick sense of who the person is and what we do for them or are proposing to them.
• Automate: Tools like the Hubspot Chrome Extension make it easier to push new contacts into Hubspot with a sufficient amount of info. Rely on these to make your life easier.

📏 Rules for Hubspot Contacts

• Make sure that all Hubspot contacts have the following fields populated:
  • First and Last name
  • Email and/or Phone number
  • Contact Type
  • Contact Owner (Use the original person who communicated with them, or by default use @Ty Fujimura)
  • Original Source
  • Job Title
  • If you can easily add the other fields, please do, but don‘t spend a lot of time on it unless it is a key contact
• Fill out the “Following on Social?” toggle for all contacts to the best of your knowledge. If the person is a lead, customer, or team member who we have a good relationship with, we should follow them. When in doubt, ask @Ty Fujimura and leave the field blank.
• If you ever notice a duplicate contact, merge them immediately. This is common for when we hire someone, as there will be a prior record related to their personal email, plus a record for their Cantilever email.