Contacts created from chatflows
When you create a chatflow, you are creating a live chat or a bot for your website or Facebook messenger. When a visitor chats with your business, a contact record can sometimes be created when they are new to your business.
For each live chat or bot, you can set the default marketing contact status of a newly created contact that submits to a form.
- Click the chatflow you want to set the default for.
- In the left sidebar menu, click Options.
- In the Marketing contacts section, the Marketing Contacts switch is toggled off by default. If you want contacts created from this chatflow to be set as marketing contacts, click to toggle the switch on.
- Click Save.
Contacts created from forms
When a visitor submits to a HubSpot form and they are new to your business, they will be created as a new contact record. For each HubSpot form, you can set the default marketing contact status of contacts that submit a form.
Please note: when the setting is turned on, any existing non-marketing contact that submits a HubSpot form will also be updated to a marketing contact, regardless of how they were originally created.
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Click the form you want to set the default for. If it's a live form, once you click the form, click Edit in the upper right.
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Click the Options tab.
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The Set contacts created as marketing contacts switch is toggled on by default. If you want contacts created from the form to be set as non-marketing contacts, click to toggle the switch off.
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To take the form live, or update the existing live form, click the Preview tab and in the upper right, click Publish.
Contacts created from non-HubSpot forms
When a visitor submits to a non-HubSpot form and you've set up the tool to create new contacts based on the form, new visitors will be created as a contact record. You can set the default marketing contact status of newly created contacts from non-HubSpot forms.
Please note: when the setting is turned on, any existing non-marketing contact that submits a non-HubSpot form will also be updated to a marketing contact, regardless of how they were originally created.
- In the left sidebar menu, navigate to Marketing > Forms.
- Click the Non-HubSpot Forms tab.
- Click to toggle the Set new contacts created through non-HubSpot forms as marketing contacts switch on/off to set the default marketing contact status of these created contacts as marketing/non-marketing.
Contacts created from integrations or API
Learn how you can customize each integration's or API's default setting for marketing contacts.