Tool or workflow for Company (primary) Contact to update multiple contacts

Hi @GDuncomb-JNJ,

Theoretically, forms can trigger the creation of multiple contacts - with the help of a workflow and the ‘Create record’ action, see here: https://community.hubspot.com/t5/CRM/How-to-create-multiple-new-contacts-from-a-form-submission/m-p/740858

However, this is not something that works flawlessly and the action will fail if a contact with the same email address already exists.

In general, if you want someone to register contacts in your CRM and for you to be able to attribute the records to them, here’s what I would recommend:

  • One submission per contact (anything else is prone to error)
  • Your primary point of contact submits the form on behalf of the contact they’re entering (as if they were the person whose data they’re inputting) *
  • You use either separate forms for each primary point of contact or leverage hidden fields and parameters **

* You want to make sure with your legal team that this is compliant with privacy legislation where you’re doing business.

** if you place a hidden field on your form, e.g. single-line text “referrer”, and share a form link with the person who will use the link where the links has an appended ?referrer=theirname to the URL (e.g. www.website.com/form?referrer=theirname), the hidden field will be populated with theirname (replace this placeholder with whatever their name is) and you can easily filter submissions by this hidden field value.

Best regards