---
title: Secondary Contact Extraction — 2026-03-27
type: article
created: '2026-03-27'
updated: '2026-03-27'
source_docs:
- raw/2026-03-27-weekly-call-w-karly-133570296.md
tags:
- papertube
- salesforce
- abm
- nurture-campaign
- contacts
layer: 2
client_source: Paper Tube Co
industry_context: ecommerce
transferable: false
---

# Secondary Contact Extraction — 2026-03-27

## Overview

During the [[wiki/meetings/2026-03-27-weekly-call-karly|2026-03-27 weekly call]], 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 [[wiki/clients/current/papertube/abm-campaign|PaperTube ABM campaign]]

## Related

- [[wiki/clients/current/papertube/_index|PaperTube Client Index]]
- [[wiki/meetings/2026-03-27-weekly-call-karly|Weekly Call w/ Karly — 2026-03-27]]