1.Monitors new contact in list
Integrate HubSpot and CRM data fields to capture the contact timestamp as a directory connection signal.
Update company record with first directory connection date
Automatically capture new contact timestamps from configured directory lists across HubSpot. Create and update first-connection dates when directory contact added, contact timestamp captured, or list entry recordedβso you can match the right company, update first-connection dates, and keep marketing segmentation without manual data entry.
How this automation updates company connection history
When new directory contacts enter a configured list, manual timestamp entry can make segmentation inaccurate. This automation captures contact timestamps, finds the matching company, and updates the company first-connection dateβso your team can keep records consistent.
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2.Finds matching company record
Integrate HubSpot and identity mapping to search companies by directory profile ID and return the matching company ID.
3.Updates company first connection date
Integrate HubSpot and record updates to map the event timestamp to the company first-connection date and update the company record.
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