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

• Create a Contact property called Employee Status with some dropdown options, e.g:

Creating a Workflow to Set Association Labels

1. Create a contact-based workflow
2. Set enrolment criteria: Employee Status is any of Former Employee and turn on re-enrollment
   
3. Add an action - under CRM - Update association labels
   
4. Update actions to ensure you are adding an association label to the associated company
   

HubShots Framework: Stage 3: Efficiency, Automation