Last updated Sep 18th, 2024
A Contact profile is created for every individual Contact who's part of your data sources and integrations. Contact profiles surface details about the Contact, including their role, title, location, contact information, unified engagement & activity across your sources, activity timeline, and content they’ve shared.
Contact profiles also allow you to write internal team notes—you can use internal team notes to capture additional context, @mention teammates, track internal conversations related to a Contact, and view any custom fields created via premium integrations, such as product usage, website visits, and subscription plans.
The About section shows the About section of their LinkedIn profile, along with quick links to their profile and any known email addresses. Additionally, you’ll see any tags applied to that Contact, along with links to any segments that they’re in.
Key fields are custom fields that you designated as the most important information to have available at a glance.
A Contact's account information will show which free and paid workspaces they’re a part of. Additionally, you can see related Contacts and the Contact's lead score.
This tab shows the types of social and community engagement happening with a single Contact. You can also view activity across all Contacts by opening the Activity page.
This tab lets you deep dive into Contacts details that are synced from data sources.
Contact timeline is the timeline view of activities from your connected sources. You can manually add activities to your timeline in addition to the activities from connected sources. Examples of manually added content include presentations, keynotes, training materials, blog posts, and event attendance. To add content to a Contact's timeline:
To edit an activity that you manually entered, hover over the activity you would like to edit and click on the pencil icon to edit. Manually added activities will be reflected in both the Community activity and Content tabs within a Contact profile.
If a Contact is not relevant to your business, it’s possible you may want to hide that Contact in Common Room. There are two ways to hide a Contact.
To hide one or more Contacts from the Contacts page:
To hide a Contact from the Contact profile:
You can unhide Contacts in the Hidden Contacts section of the App settings page.
If you have a contact that you'd like to be permanently removed from Common Room, you can select to permanently anonymize the contact. The contact and all of their information will be permanently removed from the platform and all related systems. This action cannot be undone. To permanently anonymize a contact:
You may want to subscribe to notifications about key community Contacts so you can stay up to date on their recent activity. To subscribe to notifications about a Contact:
A role relates more to their department/function (like Sales or GTM) Title relates to someone's position (for example, Director or Manager).
You should see the contact added immediately to your HubSpot Workflow or Salesforce Campaign.
A primary email in Common Room will be associated to a contact based on the below logic: