CRM

MelindaNelson
HubSpot Employee
HubSpot Employee

Verify property values with contacts

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.

1 Réponse
Drew_Cohen
Contributeur de premier rang

Verify property values with contacts

Love this suggestion, @MelindaNelson. This is a great foundational step folks can take to cleaning up their database hygiene practices, and then they can layer Ops Hub (e.g. Format Data actions) to help standardize the formatting of the values in the CRM.

0 Votes