Who can do this?
Notes
Based on the product(s) you have purchased, UserGems will update specific properties on the records we are creating/modifying. However, if we should also update other properties in your HS, let us know!
Resource: Custom HubSpot Properties for UserGems
Properties we update when sending job changes:
-Update Old Contact (the contact who we were tracking):
- UG - No Longer At Company (field type: boolean)
- UG - Job Ended Date (field type: date)
-Create New Contact:
- First Name
- Last Name
- Title
- Phone
- Company
- State
- Country
- Company Size
- UG - Job Started Date (field type: date)
- UG - Link to Past Company (field type: text)
- UG - Link to Past Contact (field type: text)
- UG - Past Company (field type: text)
- UG - Past Title (field type: text)
- UG - Past Relationship Type (field type: text)
- UG - Is Persona Match (field type: boolean/checkbox)
- UG - Works at Target Account (field type: boolean/checkbox)
- UG - Works at ICP Account (boolean/checkbox)
- UG - Works at Open Opp Account (boolean/checkbox)
- UG - Works at Customer Account (field type: boolean/checkbox)
- UG - Created By UG (field type: boolean/checkbox)
- UG - Is a Past User (field type: boolean/checkbox)
- UG - Lead source (field type: text) - we will stamp new records w/ "UserGems - Contact Tracking"
-Update Existing Contact (if you already have the contact at their new company)
- UG - Job Started Date (field type: date)
- UG - Link to Past Company (field type: text)
- UG - Link to Past Contact (field type: text)
- UG - Past Company (field type: text)
- UG - Past Title (field type: text)
- UG - Past Relationship Type (field type: text)
- UG - Is Persona Match (field type: boolean/checkbox)
- UG - Works at Target Account (field type: boolean/checkbox)
- UG - Works at ICP Account (field type: boolean/checkbox)
- UG - Works at Open Opp Account (boolean/checkbox)
- UG - Works at Customer Account (field type: boolean/checkbox)
- UG - Is a Past User (field type: boolean/checkbox)
-Create New Company (if we are creating)
- Company Name
- LinkedIn Company Page
- State
- Country
- Number of Employees
- Company Domain Name
- Industry (from LinkedIn)
If you have also purchased Account Tracking where we surface net new prospects to your Target & Customer companies, see those specific updates below:
Properties we update when surfacing new persona-matching contacts to key companies:
- First Name
- Last Name
- Title
- Phone
- Company
- State
- Country
- Company Size
- UG - Job Started Date (field type: date)
- UG - Role Started Date (field type: date)
- UG - Created By UG (field type: boolean/checkbox)
- UG - Lead Source (field type: text) - we will stamp these new records w/ "UserGems - New Hires & Promos"