Email containing CTA to update Contact information

SOLVE
MWanson
Participant | Partner

I don't know if it is possible. But, can we send a newsletter/e-mail containing button/CTA to a landing page where the current contact can update their information? If it is possible, will it create a duplicate contact? Or is there an easier way for a contact to update their information?

 

I really appreciate any help you can provide.

2 Accepted solutions

Accepted Solutions
webdew
Solution
Top Contributor | Diamond Partner

Hi @MWanson ,

You can achieve your desired result with the help of workflow. What you need to do is to create a CTA that you want to use and then go to workflows.

Here’s a video for your help. But you need to set the criterias on your own about what should happen when somebody clicks the button.
https://www.loom.com/share/d1ec4f09e0e040caaeebdaa2fff86729

 

Hope this helps!


If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regards.

View solution in original post

Lucila-Andimol
Solution
Recognized Expert | Platinum Partner

Hi @MWanson hope you are doing well.

When a contact that you already have in the CRM submits a new form with info

that info gets updated (you can always see the history in the property)

So if its using the same email, no duplicate 'll be created.

You can opt to show the contact the information you already have

with this option in your form

for them to confirm or change it.

See this example: check that Yellow is off and red is on

Form info submission_HubSpot_AndimolForm info submission_HubSpot_Andimol

Hope this helps

Have a good day!

linkedin

Maria Lucila Abal

Directora de Operaciones

Andimol

HubSpot #2 Power User Champion

+5491154749499
lucila@andimol.com
andimol.com
Aprende sobre HubSpot Conmigo

View solution in original post

2 Replies 2
webdew
Solution
Top Contributor | Diamond Partner

Hi @MWanson ,

You can achieve your desired result with the help of workflow. What you need to do is to create a CTA that you want to use and then go to workflows.

Here’s a video for your help. But you need to set the criterias on your own about what should happen when somebody clicks the button.
https://www.loom.com/share/d1ec4f09e0e040caaeebdaa2fff86729

 

Hope this helps!


If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regards.

View solution in original post

Lucila-Andimol
Solution
Recognized Expert | Platinum Partner

Hi @MWanson hope you are doing well.

When a contact that you already have in the CRM submits a new form with info

that info gets updated (you can always see the history in the property)

So if its using the same email, no duplicate 'll be created.

You can opt to show the contact the information you already have

with this option in your form

for them to confirm or change it.

See this example: check that Yellow is off and red is on

Form info submission_HubSpot_AndimolForm info submission_HubSpot_Andimol

Hope this helps

Have a good day!

linkedin

Maria Lucila Abal

Directora de Operaciones

Andimol

HubSpot #2 Power User Champion

+5491154749499
lucila@andimol.com
andimol.com
Aprende sobre HubSpot Conmigo

View solution in original post