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sept. 26, 202010:11 AM - modifié sept. 26, 202010:12 AM
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.
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.