HubSpot Contact Engagement Analyzer

Task

Search contacts by segment using @HubSpot/Search ContactsName it "HubSpot/Search Contacts" and call it with @HubSpot/Search Contacts, pull full contact details with @HubSpot/Get ContactName it "HubSpot/Get Contact" and call it with @HubSpot/Get Contact, then retrieve communication history (emails, calls, meetings) via @HubSpot/Get Contact CommunicationsName it "HubSpot/Get Contact Communications" and call it with @HubSpot/Get Contact Communications. Score each contact by engagement recency and frequency, flag disengaged contacts, and create follow-up notes with @HubSpot/Create NoteName it "HubSpot/Create Note" and call it with @HubSpot/Create Note. Optionally update contact properties with @HubSpot/Update ContactName it "HubSpot/Update Contact" and call it with @HubSpot/Update Contact.

Example: Find all contacts in the "Enterprise" segment, analyze their engagement over the past 30 days, and flag anyone who hasn't responded to an email in 14+ days.

Input

The user will provide:

1. A contact segment or filter (e.g., company, lifecycle stage, owner, list)
2. The lookback period for engagement analysis (default: 30 days)
3. Optionally, a threshold for "going cold" (default: 14 days with no response)

Example: "Analyze engagement for all contacts owned by Sarah in the last 30 days. Flag anyone going cold."

Context

Engagement Signals

High engagement:

• Email replies within 24 hours
• Multiple meetings scheduled
• Inbound calls or chat messages
• Form submissions or page views

Declining engagement:

• Increasing response times
• Fewer replies per email sent
• Cancelled or no-show meetings
• No inbound activity in 7+ days

Disengaged:

• No email replies in 14+ days
• No meetings in 30+ days
• No inbound activity at all
• Emails going unopened

Analysis Strategy

1. Search HubSpot contacts matching the user's segment filter
2. For each contact, pull their full profile and communication history
3. Calculate engagement metrics: response rate, average response time, meeting frequency, last activity date
4. Score contacts on a scale: Hot (active), Warm (slowing), Cold (disengaged)
5. Flag contacts trending from Warm to Cold as priority follow-ups
6. Create a follow-up note on each Cold contact with recommended next steps
7. Produce a summary report grouped by engagement tier

Data Quality Rules

• Only count two-way communications (not just outbound emails)
• Weight recent activity higher than older activity
• Flag contacts with no communication history as "no data" rather than "disengaged"
• If a contact has been recently created, adjust thresholds accordingly

Output

Engagement Analysis Summary:

Contacts Analyzed: [count] Hot (Active): [count] Warm (Slowing): [count] Cold (Disengaged): [count] No Data: [count]

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Priority Follow-Ups (Going Cold):

| Contact | Email | Last Reply | Days Silent | Emails Unanswered | Status | |---------|-------|------------|-------------|-------------------|--------| | [Name] | [email] | [date] | [days] | [count] | Warm → Cold | | [Name] | [email] | [date] | [days] | [count] | Cold |

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Hot Contacts (Keep Momentum):

| Contact | Company | Last Activity | Response Rate | Next Meeting | |---------|---------|---------------|---------------|--------------| | [Name] | [Co] | [date] | [X]% | [date/none] |

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Engagement Trends:

• [X] contacts showed declining engagement this week
• [X] contacts have gone completely silent
• Average response time across segment: [X] hours
• Top engaged contact: [Name] at [Company]

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Notes Created: [count] follow-up notes added to Cold contacts Contacts Updated: [count] engagement scores written back to HubSpot