CRM

reedhuish
Member

HubSpot unique identifiers should be email and mobile

SOLVE

You should model other contact managers like Google Contacts

 

When I import contacts WITHOUT email addresses, it creates a duplication mess (sometimes contacts are duplicated 7 times!)

 

Suggestion!

 

Contact Unique identifies tied to EMAIL first then MOBILE second then maybe third field???

 

linking the unique identifiers to only the email is a mistake. Bit mistake.  We are in the world of whatsapp, texting, and other ways to communicate with people.  Email is a big one, but not the only one.

 

Many people I speak to on the phone don't give out their email address. But communication handled by mobile phone calls & text messages.

 

You guys really should update your coding and discuss as per above.

0 Upvotes
2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

HubSpot unique identifiers should be email and mobile

SOLVE

Hi @reedhuish,

 

HubSpot lets you create your own unique properties which you can leverage for this, see here: https://knowledge.hubspot.com/records/deduplication-of-records?hubs_content=knowledge.hubspot.com/pr...

 


For contact, company, deal, ticket, or custom object properties, select the checkbox to require unique values for the property. With this turned on, users will be unable to enter the same value for multiple records. You can create up to ten unique value properties per object. Learn more about how unique value properties are used to deduplicate records.

While this cannot be applied to existing default properties, you could create a new custom phone number property and make it unique 🙂

 

Best regards

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

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

HubSpot unique identifiers should be email and mobile

SOLVE

@reedhuish I do not work for HubSpot, please see my signature.

 

If you want to address the product team directly, I'd recommend doing so in the HubSpot Ideas section of the community: https://knowledge.hubspot.com/marketing-email/manage-email-authentication-in-hubspot

 

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.

View solution in original post

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3 Replies 3
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

HubSpot unique identifiers should be email and mobile

SOLVE

Hi @reedhuish,

 

HubSpot lets you create your own unique properties which you can leverage for this, see here: https://knowledge.hubspot.com/records/deduplication-of-records?hubs_content=knowledge.hubspot.com/pr...

 


For contact, company, deal, ticket, or custom object properties, select the checkbox to require unique values for the property. With this turned on, users will be unable to enter the same value for multiple records. You can create up to ten unique value properties per object. Learn more about how unique value properties are used to deduplicate records.

While this cannot be applied to existing default properties, you could create a new custom phone number property and make it unique 🙂

 

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.

reedhuish
Member

HubSpot unique identifiers should be email and mobile

SOLVE
thank you, but this seems to be a backwards way of doing this

for a unique identifier, use
1) email
if no email then 2) mobile
(the above would solve 90% of your customer's complaints)

and maybe -- if no mobile then 3) another chosen field per the client's
choice?

Why doesn't the client know about this, and given this option in the
beginning?

After investing 4 months of substantial data entry in hubspot, to get to
this point -- difficult to backout now

Please make this part of the setup procedure for hubspot
0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

HubSpot unique identifiers should be email and mobile

SOLVE

@reedhuish I do not work for HubSpot, please see my signature.

 

If you want to address the product team directly, I'd recommend doing so in the HubSpot Ideas section of the community: https://knowledge.hubspot.com/marketing-email/manage-email-authentication-in-hubspot

 

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.

0 Upvotes