Updating Client Accounts
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      1. HubSpot Guide & Processes
      2. HubSpot Processes
      3. Updating Client Accounts

      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.

      1. Create a Note with information about the previous subscription information and their previous status: owner/user. 
        1. Snippet @note
          1. No longer user, still at the company
          2. No longer user, left company - add new company if found on LinkedIn.

          Left Company - mark inactive

          Review on LinkedIn

          Company name: Inactive
          Disassociate Company

          Then add to the purge list (step 2)

      1. 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.