Hi all,
Just added a chat flow to my website. trying to collect only Contact names and phone numbers (Without an email).
I see when I don’t collect email addresses it doesn’t create a contact in my CRM. Is this solvable? am I missing something?
Thanks!
Hi @TPesach3. Because HubSpot uses email as the unique identifer data to keep duplicates down, it’s best practice to always require email to create a contact. However, in forms you can technincally create contacts without an email. I just wouldn’t suggest it. As a CRM built on email communication, skipping the email isn’t really the best use of HubSpot. ![]()
Thanks for the answer, just important to mention: that this is not a form. this is a chat flow. it doesn’t have the settings you put on the link. @danmoyle
Heard, @TPesach3. I didn’t expect chat to have the same settings. Just a note that it’s possible with forms. I don’t believe it’s possible with chat because of the reasons I shared. ![]()
Hey @TPesach3
Kindly read this article you will get an understanding of why it’s not a best practice to create a contact in HubSpot without an email address: Create contacts
Let me know if you have any followup questions.
If my post was helpful in addressing your query, Support the community by indicating it as the solution.
People visiting your website and interacting with your chat won’t automatically be added to HubSpot as contacts just for starting a chat. What will happen is that HubSpot will track them by assigning a cookie, and they’ll stay there until they provide an email or you manually add them as a contact.
To manually add them as a contact, head over to the Conversation Inbox and look for finished conversations. You’ll see all the people who interacted with the bot, and on the top right side, there’s an option to associate them with a contact. You can either link them to an existing contact (which wouldn’t be the case here) or create a new one. The details they provided are available for you to use during this process.
Although it’s a manual process, it’s currently the only way to officially add them as contacts in the CRM. But don’t worry, you still have access to their responses in the inbox to use as support in the meantime.
@mangelet I forget that you could add them manually, even without the email. I lean so much into the email connection I sometimes forget we can go against the “usual route” like that. Good call.
Thanks @danmoyle
