Hi folks, I wondered if I could ask for your help
When somebody registers for one of our conferences, they fill-in some delegate information that is stored in a text field under their contact record.
I want to be able to pull up all of these entries in one convenient place.
What’s the best way to do that?
(Or am I being silly recording this data under each individual’s contact?)
Thanks!
Ian
Hi @IHarris,
You could simply display this on the contact index page (Menu > Contacts > Contacts), filtering the view for the property “is known”. Once you add a column to the view for this property, you would have this in one place.
However, as you already suggested, this is not a very clean process. It would be better for these contacts to be separate records, not stored in another record’s text field.
This can be achieved in a Professional subscription using a workflow. You can reference fields from the form submission to create a new record. For example, if you have a field on your form called “Email 2”, to capture the email address of a second person, it would look like this:
That way, you’d have separate contact records.
Without workflows, this is not possible natively in HubSpot. It might be achievable via third-party automation like Zapier.
Let me know if you have any follow-up questions!
Thanks Karsten, really appreciate your helpful response.
Actually, the first solution is one I hadn’t thought of – and that works well enough for me.
Thank you!
Ian
