[Feature Request]: Tag for gtfs-contact in hubspot for every agency

[vevetron]

Feature Request

In the future we might automate sending emails that your gtfs is expiring. To do that we need to know who to send it to in an automated fashion. Thus it'd be valuable if there was a tag on people at agencies that defined them as a good contact person.

Perhaps CS can develop that tag and over time as they work with agencies, can start tagging contacts accordingly.

Is this request related to a problem?

There isn't a problem yet. But maybe we can move towards reducing the time CS spends on these minor issues that could just be an automated email rather than needing a human touch.

Use Case

e.g.

• Our automated scripts determine LA Metro trains feed is expiring in 31, 14 days
• there is not an existing Airtable ticket
• We create an airtable ticket
• It hits up hubspot for the gtfs contact at LA Metro
• It sends a 31 day email, 14 day email, 7 day email

Additional Info

None

[laneymangan]

@vevetron Hubspot has "association labels" that should be able to work for this use case. The CS team can discuss this further and get back to you!

[laneymangan]

All contacts on the Reports Site distribution list now have the GTFS Contact in Hubspot

@AnthonyRollins I believe because the association label was set as a single label, the associated companies now also have GTFS contact label since it's a 1-1 association. I am unable to edit the association label, I believe because the label is now in use. I may have to un-label these contacts, edit the association to be a pair of labels, and then relabel them. I will have to address this in the new year, but for now at least the contacts have the label

cc @o-ram @vevetron

[vevetron]

I'm trying to figure out how to pull this using python and the hubspot api.

[AnthonyRollins]

@laneymangan I don't think we need to use the association labels here as we already have a Job Role property that has a label for GTFS

@vevetron We need to mark all contacts that are GTFS Contacts as Job Role = GTFS, and that might be easier to pull those contacts via the Hubspot API.

[o-ram]

@AnthonyRollins @laneymangan I read over this and wanted to share that we do have a Job Role property but it does not have a label for GTFS. The closest label we have is a general Data option.

Either way, it seems like we would have to do some additional work to ensure Vivek can pull an accurate list, however he does so:
Option 1: Stick with Laney's association labels and make the needed changes to fix the issue she identified
Option 2: Add GTFS as an option for the job role property and then update that property for the appropriate contacts + make sure that property appears on contact cards.

I can honestly say I have no idea if there is a benefit to doing this as a formal association versus just making use of the existing custom property, so I don't really have an opinion either way, but I think this is where we stand.

[evansiroky]

I'm cool with the existing roles in Hubspot and made this map to the kind of contacts we want to collect at transit agencies with the help of Caltrans District Staff:

• CEO / General Manager – Hubspot role of “Executive”
• CFO – Hubspot role of “Finance”
• A contact related to receiving federal grant money – Hubspot role of “Grants”
• A transit planning contact – Hubspot role of “Planner”
• An IT contact able to answer questions about transit data – Hubspot role of “Data”