With email address being unique, how can we support contacts, let’s say husband and wife, that share the same email address (e.g. johnandmary@yahoo.com). Thanks in advance.
You could put both names into the “First name” section in a way that would make sense for when you merge. You just have to be aware if you do this that you could end up with multiple people’s names in this example versus just picking a single name.
First name field in hubspot - John & Mary
Merge example - Hello John & Mary
However, if this email came in via a conversion/form I would always just go with what ever name was submitted in that case.
Hi @Onnneorg,
This depends a bit on what exactly you’d want to happen. At a first glance, it might make sense to have two contact records, so that you can both see husband and wife in the CRM separately.
However, if you followed one of these workarounds, that might cause both contacts to receive an email in their shared inbox, an unnecessary double email trouble.
In your example, like Justin proposed, I’d simply update the first name field to “John and Mary”.
In addition, I would create a custom property for contacts, e.g. ‘Contact type’ with the options ‘Individual’ and ‘Shared’ and mark those shared contacts accordingly: Create and edit properties
Without this it would be difficult to later identify these contacts easily should you choose a different approach or should you for some reason want to review them.
Best regards!