Managing Expired Contacts in HubSpot

Managing expired contacts in HubSpot is crucial for maintaining historical context and relationships. This guide outlines the steps you can take to effectively handle these contacts while preserving valuable data.

Steps to Manage Expired Contacts

1. Retain Expired Contacts
   Rather than deleting expired contacts, it's advisable to keep them in your system. Retaining these records allows you to maintain access to the history of interactions and relationships, which can be beneficial for future reference.

2. Unsubscribe from Marketing Lists
   To prevent email bounces and ensure optimal email deliverability, unsubscribe expired contacts from any marketing lists. This will help you maintain a clean email list and improve your overall deliverability rates.

3. Track Departure Dates
   Consider creating a custom checkbox property called "Contact Left Company Date." This feature will enable you to keep track of when a contact officially departed from the organization, helping you manage your records more effectively.

4. Utilize Pinned Notes
   Take advantage of pinned notes within the contact records to create links between old and new contacts. This practice enhances relational history and provides insights into the contact's journey, making it easier to understand the context of your interactions.

5. Organizational Strategies
   Be aware that HubSpot does not offer an archiving option for inactive contacts, meaning you cannot hide them from searches. Therefore, implementing effective organizational strategies is essential for keeping your contact database manageable and comprehensive.

By following these steps, you can effectively manage expired contacts in HubSpot while preserving valuable historical data and relationships. This approach ensures you maintain a clear understanding of past interactions, beneficial for your future engagements.