Hello, I am using a form submission to create a contact but I would like to have the option to allow multiple contacts on the form. The problem is when multiple properties are made for different contacts they default to the orginal email contact. Is this even possible?
Hi @DHeinlein,
This can be achieved by using the Create record workflow action:
In this action, you would populate the email field of the new contact with a personalization token for the different email fields you used on the form.
If you have more than one contact you want to create, simply chain multiple Create record actions, one after another.
Let me know if you have any follow-up questions!
Thank you @karstenkoehler . That did create multiple records but the main issue now is the first contact is showing the other contacts information under other custom columns. This causes an issue where “First Name 2” does not show on the 2nd contact (Billy in example) and then doesn’t change the name from an email address to the name. Is this possible to fix?
Hi @DHeinlein,
If you’re form has the fields:
- First name
- Last name
- Email 2
- First name 2
- Last name 2
- Email 3
- First name 3
- Last name 3
Then in first Create record action you populate
- Email with Email 2
- First name with First name 2
- Last name with Last name 2
In the second Create record action you populate
- Email with Email 3
- First name with First name 3
- Last name with Last name 3
You populated First name 2 with First name 2. This is incorrect. You need to populate First name with First name 2.
And yes, these properties will still be stored on the original contact. This is expected behavior. After all, the contact submitted the form with this information.
- Email 2
- First name 2
- Last name 2
- Email 3
- First name 3
- Last name 3
You can use the Clear property value action at the very end of your workflow to clean these up.
Best regards!
That worked! Thank you so much for your help @karstenkoehler
I’ve created a contact-based workflow triggered by a form submission and I’m trying to create two new Contact records. This seems fine so far.
However, I’m not seeing the same options as you where I can select how the new Contacts are Associated to the enrolled Contact - I want to be able to associated them with the primary company of the enrolled contact.
You have these options in a screenshot you shared in 2023 (below), can you suggest why I’m not seeing the same?
The screenshot I’m referring to:
@karstenkoehler I’m also curious about @Rakerest 's comment. I would like to associate contacts with the same company as the enrolled contact but don’t see the options from your screenshot and can’t figure it out with the options I’m provided.
Just kidding! I figured it out. Thanks.
Work-around works okay, but would be great to see HubSpot implement some native functionality for this! Espcially since forms have recently had a renew
Hi Karsten @karstenkoehler ,
Thanks for the explanation. This works fine when creating a new contact. The issue arises when a contact with that email address already exists in HubSpot. In that case, the workflow gives an error:
Error: Unable to create contact because an existing record shares a value that must be unique.
What I want is the following:
If the email address is not yet in HubSpot, create a new contact and add it to the list.
If the email address already exists, do not create a new contact, but still add the existing contact to the list so they can be invited to the event.
Can you help me with setting this up? Thank you in advance!
Kind regards,
Wies Haarman
HubSpot Consultant
Hi @WHaarman how did you end up solving this issue?
If the email address is not yet in HubSpot, create a new contact and add it to the list.
If the email address already exists, do not create a new contact, but still add the existing contact to the list so they can be invited to the event.
Hi,
Were you able to find a solution to your problem? We’re currently facing the same issue.
Thanks in advance!