Contacts are getting mixed up. How is this happening? has anyone ever had this happen to them? How do you avoid this going forward.
Hey @Hdento1 - thanks for posting in the Community!
Would you mind providing more context around what you mean when you say “contacts are getting mixed up?” Specifically:
-what data/information is getting mixed up?
-how are you seeing this incorrect data assignment?
-do you know the source of this mixup (data setting, workflow automation, etc)?
This information will help to ensure we can get you the best feedback possible from other Community members!
Shane, Community Manager
Customer A e-mail address and deals got associated to Customer B’s contact card.
No one on our team physically did this. I am not sure how customer a got associated with customer b. They have separate names and email addresses.
Let me know if you need more information.
Hi @Hdento1,
Can you please check the email property history to verify that the contact was not overwritten? View a record's property history
This can happen through form settings, see here: https://community.hubspot.com/t5/CRM/Many-incorrect-email-addresses-attached-to-contact/m-p/1064711
If that’s not the case, please review the association history of that record: Associate records
If there isn’t anything conclusive there, please reach out to HubSpot support who can pull more detailed logs that will show exactly how the incorrect association is established.
Best regards!