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Tracking Former Employees Using Contact Properties and Association Labels in HubSpot

This article covers a process for tracking former employees using a property on the contact and association labels.

Here's a full walkthrough of tracking former employees: 

Create a Contact Property

    • Create a Contact property called Employee Status with some dropdown options, e.g:
      Create a Contact property called Employee Status

Creating a workflow to set association labels

  1. Create a contact-based workflow
  2. Set enrolment criteria: Employee Status is any of Former Employee and turn on re-enrollment
    Set enrolment criteria: Employee Status is any of Former Employee
  3. Add an action - under CRM - Update association labels
    Add an action to update association labels
  4. Update actions to ensure you are adding an association label to the associated company
    Update actions to ensure you are adding an association label to the associated company