Contacts
A Contact is a person who exists in your pipeline before they become a WordPress user or an Organization collaborator. Contacts represent leads, prospects, and pre-registration individuals that your sales team is tracking.
Why contacts exist
In B2B sales, you interact with people long before they have an account in your system. A prospect fills out a form, your sales team adds them to HubSpot, or they attend a webinar. These people are not yet collaborators in any organization -- they do not have WordPress logins, entitlements, or access to the customer portal. But you need to track them.
Contacts fill this gap. They are the earliest record of a person in MIDDAG Account, capturing who they are and where they came from before any purchase or account creation happens.
Cross-entity contacts
A single contact can be associated with multiple organizations. This is common in B2B:
- A consultant works with several client companies
- A decision-maker changes jobs and brings a new organization to your platform
- A partner representative is involved with their own organization and with referral organizations
MIDDAG Account tracks these relationships without duplicating the contact record.
Lead sources
Contacts enter the system through several channels:
| Source | How it works |
|---|---|
| HubSpot sync | Contacts created or updated in HubSpot are synced to MIDDAG Account via webhook. HubSpot is the source of truth for sales data. |
| Web forms | Form submissions on your website create contact records automatically. |
| Manual entry | An admin creates a contact directly in the WordPress admin panel. |
| Quote recipients | When a quote is sent to someone who is not yet in the system, a contact record is created. |
Each contact stores: name, email, phone (optional), company name (optional), source, and the HubSpot contact ID if synced.
Conversion to collaborator
When a contact is ready to become an active user -- typically after a purchase or account setup -- they are converted into a Collaborator within an Organization:
Conversion does not delete the contact record. The contact is marked as converted and linked to the resulting collaborator, preserving the full history of how the relationship started.
What admins see
In the WordPress admin, contacts are listed with:
- Name and email
- Source (HubSpot, form, manual)
- Associated organizations (if any)
- Status (new, engaged, converted)
- Date created
Admins can filter by source, status, or date range, and can manually trigger conversion when a contact is ready to become a collaborator.
Current status
The Contact domain is planned for a future release. Today, contact management happens primarily in HubSpot. The planned implementation will bring contact tracking into MIDDAG Account for a unified view alongside organizations, entitlements, and orders.
Related pages
- Collaborators -- the people who belong to organizations
- Organizations -- the companies that contacts eventually join
- Quotes -- commercial proposals that often involve contacts before conversion