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Business Problem:
The current sync scope controls whether contacts are created or updated or both, but it does not let teams choose which HubSpot contacts should sync. As a result, teams may bring in contacts that aren’t relevant to respond.io.
Desired Outcome:
  • Filter Contacts by HubSpot Criteria: Let admins choose a HubSpot list or criteria such as lifecycle stage or a custom property to define which contacts sync.
Use Cases:
  • Sales Qualification: Sync only contacts marked as Marketing Qualified or Sales Qualified so agents can focus on leads ready for follow-up.
  • Team-Specific Contact Scope: Sync contacts from a particular HubSpot list used by a sales or support team.
Current Workaround:
Teams may need to manually clean up or manage irrelevant contacts in respond.io.