Connect Form Submission to Contact

[Scottland23]

Sometimes a client sneaks through a form submission with cookies off and a wrong email address. I need to take that submission and tie it to the correct contact. Is there any easy way of doing this, or do I have to go into each individual property and fill in the submitted data...

seems like there should be an easy option to click "Associate with contact"

[karstenkoehler]

Hi @Scottland23,

Form submissions cannot be manually associated with records, no, but you could simply merge the two separate contacts: https://knowledge.hubspot.com/records/merge-records

The latest submission will then reflect on the merged record: https://knowledge.hubspot.com/records/merge-records#contact-merges

Best regards!

[Scottland23]

Thanks @karstenkoehler for a link to merging contacts. While that is helpful when a submission is linked to a new. contact, we did not have that option on.

So for now, we just have a Form Submission that shows "No Contact Record". We know who the contact is, but there is no way to associate this record to that known contact. If we had the option to create a contact with a new email, the merge would have certainly worked here, but unfortunately that was off by default.

We may reach out to support to see if they can do any association, but I was hopeful there was a quick and easy way to create the association within the submission.

Appreciate your quick reply and insight into merging records!

[karstenkoehler · Accepted solution]

@Scottland23 that means you didn't capture the email address of the contact in a field then? If so, there's nothing you can do, unfortunately. You would have to manually update the existing record.

I'd recommend adding an email field to your form, this allows you to merge records after the submission, if needed.

[Scottland23]

@karstenkoehler - That is correct, we have a login cookie and also capture the email address on earlier forms; except this contact used a different email address in that form. We are discussing the option to "Create a new contact" based on a new email submission, that would allow us to merge them together in the future.

Not ideal; but it may help when we have this issue in the future. I have also posted this as an Idea for development, but appreciate your insights on resolving this case by manually updating fields.