Verify property values with contacts

HubSpot Employee

You can ask your customers to verify their contact information and update incorrect values by using personalization tokens in your emails and including a form link. 


In this example, I am verifying email, first name, last name, and phone number.


Create a form

  • Create a form with a field for each property you want to verify.
  • Email needs to be required to make sure the correct contact record is updated.
    • Please note: In the Options tab, if you toggle on Always create contact for new email address if the contact submits a new email address, a new contact will be created and the existing contact won't be updated.

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Create an email

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When you send the email to your contacts, if they fill out the form with updated information, properties will automatically be updated.

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