Learn how to prevent additional HubSpot charges by managing how new contacts created through Aircall are classified.

Understanding the issue

When Aircall creates new contacts in HubSpot, and the marketing contact property is left empty, HubSpot automatically categorizes those contacts as marketing contacts.

Since HubSpot bills based on the number of marketing contacts, this automatic classification may lead to unexpected additional costs.

Recommended solution

To avoid unnecessary charges, Aircall recommends setting up a HubSpot workflow to automatically update or manage the marketing contact status of contacts created via Aircall.

Example workflow

The following example shows how to configure a workflow in HubSpot to prevent Aircall-created contacts from being counted as marketing contacts.

In this workflow:

  • The enrollment trigger identifies contacts where the First name field is equal to Aircall new contact.

  • The workflow action then updates the marketing contact status to non-marketing on the next update date.

This ensures that all contacts created through Aircall are automatically converted to non-marketing contacts, avoiding unnecessary marketing contact charges.

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