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Account Owner or User Removed - Purge Subscriptions in HubSpot

Process for removing subscription information in HubSpot for an Account Owner or User that has been removed from SubDNA.

  1. Create a Note with information about the previous subscription information and their previous status: owner/user. If the contact has left the company click here for marking as inactive > 
  2. Add the contact to the list: Account Owner or User removed - Purge Fields
    1. From the contact, expand List memberships on the right column
      1. click on Manage list memberships 
    2. Click the orange Add to List button
    3. Type in and select: Account Owner or User removed - Purge Fields
      1. click the orange Add button.

Once the contact is on this list, they will be added to a workflow: Remove Subscription Info from Removed AO/AU

This will remove their subscription information.