CRM

DHeinlein
Participant

How to create multiple new contacts from a form submission

SOLVE

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?

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to create multiple new contacts from a form submission

SOLVE

Hi @DHeinlein,

 

If you're form has the fields:

 

  • Email
  • 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!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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4 Replies 4
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

How to create multiple new contacts from a form submission

SOLVE

Hi @DHeinlein,

 

This can be achieved by using the Create record workflow action:

 

karstenkoehler_0-1673587415685.png

 

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!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

DHeinlein
Participant

How to create multiple new contacts from a form submission

SOLVE

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? 

DHeinlein_0-1673621292654.png

DHeinlein_1-1673621352754.png

 

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to create multiple new contacts from a form submission

SOLVE

Hi @DHeinlein,

 

If you're form has the fields:

 

  • Email
  • 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!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

DHeinlein
Participant

How to create multiple new contacts from a form submission

SOLVE

That worked! Thank you so much for your help @karstenkoehler