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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
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- Create a Contact property called Employee Status with some dropdown options, e.g:
- Create a Contact property called Employee Status with some dropdown options, e.g:
Creating a workflow to set association labels
- Create a contact-based workflow
- Set enrolment criteria: Employee Status is any of Former Employee and turn on re-enrollment
- Add an action - under CRM - Update association labels
- Update actions to ensure you are adding an association label to the associated company