Account Owner or User Removed - Purge Subscription details in HubSpot
Process for removing subscription information in HubSpot for an Account Owner or User removed from SubDNA.
- Create a Note with information about the previous subscription information and their previous status: owner/user.
- Snippet @note
- No longer user, still at the company
- No longer user, left company - add new company if found on LinkedIn.
Left Company - mark inactive
Review on LinkedIn
Company name: Inactive
Disassociate CompanyThen add to the purge list (step 2)
- Snippet @note
- Add the contact to the list: Account Owner or User removed - Purge Fields
- From the contact, expand List memberships on the right column
- click on Manage list memberships
- Click the orange Add to List button
- Type in and select: Account Owner or User removed - Purge Fields
- click the orange Add button.
- From the contact, expand List memberships on the right column
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.