HubSpot Now Allows Setting Marketing Contact Status in All Workflow Types

HubSpot's latest update addresses a common pain point for marketers by expanding where and how you can manage marketing contact status, providing greater flexibility and efficiency in contact management.

Updating marketing contact status just got a whole lot easier in HubSpot.

If you've ever needed to update a contact's marketing status but were stuck because this action was only available in contact-based workflows, this update is for you.

Previously, the "Set marketing contact status" action was only available in contact-based workflows. So if you wanted to customise the marketing status of a contact based on a deal, ticket or company trigger, you had to find a workaround.

With this latest update, you can now set associated contacts as marketing or non-marketing contacts in any type of workflow – not just in contact-based ones.

For example, imagine a deal is marked as "Closed lost". Instead of manually updating the decision maker's contact record, you can now automate the process directly from a deal-based workflow.

Why does this matter?

• More flexibility – You are no longer limited to contact workflows when managing marketing status. This broadened capability allows you to design your automation strategy based on business needs rather than platform limitations.
• Smarter automation – You can trigger status updates from deal, ticket or company workflows based on real-time changes. This creates a more responsive CRM system that better reflects your actual customer relationships.
• Cost control – This feature helps you reduce unnecessary marketing contacts and associated costs by automating the process of removing contacts from marketing lists when they no longer need to receive communications.

This is a small but powerful update that gives you more control over your database and helps optimise your marketing spend.

Who can use it?

This feature is available for Professional Customer Platform, Enterprise Customer Platform, Marketing Pro, and Marketing Enterprise users.

Do you have any questions?

Need help navigating HubSpot’s tools and features? Feel free to reach out by sending an email to hubspot@actuado.com.