Secondary Contact Extraction — 2026-03-27

Overview

During the ^[1], Karly and Mark aligned on a task to extract secondary contacts from PaperTube's ABM research documents and import them into Salesforce. These contacts will feed a separate nurture campaign, distinct from the primary ABM flow already in motion.

Background

PaperTube has an active ABM campaign targeting 100–250 accounts. Each account has a corresponding research document that includes both a primary contact (already in Salesforce, flagged as an ABM contact) and one or more secondary/tertiary contacts that have not yet been imported.

The goal is to bring those secondary contacts into Salesforce so they can be enrolled in a broader nurture campaign rather than the targeted ABM sequence.

Task Details

Source material: 100–250 ABM research docs (already on file)

What to extract: All non-primary contacts identified in each research doc — secondary, tertiary, or any additional contacts listed per account.

Import destination: Salesforce, associated with the same account as their corresponding primary contact.

How to distinguish them: These contacts will not have the "ABM contact" checkbox checked. The absence of that flag is the signal that they belong in the nurture flow rather than the ABM flow.

"The primary would be marked as an ABM contact, but the secondary and the tertiary and whatever would be in the account still, but not marked as the ABM contact." — Mark Hope

Action Items

[ ] Mark: Extract all secondary/non-primary contacts from the 100–250 PaperTube ABM research docs
[ ] Mark: Import contacts into Salesforce, linked to their respective accounts, without the ABM contact checkbox checked
[ ] Karly: Once contacts are in Salesforce, add them to the appropriate nurture campaign flow

Notes

Some accounts may have multiple secondary contacts; others may have only one or none — import whatever is present
The lack of the ABM contact flag is the intended differentiator; no additional custom field or tag is needed
This work is downstream of the existing ^[2]

^[3]
^[4]