A lot of our clients use a shared email address such as firstname.lastname@example.org
Becuase HubSpot CRM can't have multiple names for one email, the most updated name will always replace the previous name when importing. This makes it a big hassle and inconvenience since our organization has different departments who deal with different stakeholders from the shared email address so we always end up updating the Contact Properties Name / Contact Owner when we have to.
This would be super useful. We're currently working with a client in the healthcare industry, where multiple family members often use the same email address when filling out forms.
This has the potential to update the contact record's name to their children's or their spouse's. Doesn't look great when we accidentally send a marketing email addressed to a minor, or promote healthcare products that don't match the primary contact's target group.
Agreed on this.
I certainly understand the rationale to reduce errors, but this is important for associating contacts.
We have a client who has 4-5 people send out of email@example.com . When they send in support requests, the ticket record is only associated with the one contact associated with the email.
Is there any way to use the technology that analyzes & pulls phone/address info out of the email to rotate through contacts who have the shared email?
Ex: is a shared email, find name & phone, bounce that against data existing in the CRM, associate the most-likely contact.
That's not nearly as clean as 'associate the email' but it's worth asking for a solution to the current process of 'disassociate wrong contact, copy/paste correct contact email to associate the right contact' a couple times a day.
It's a must have, we have several customers sharing the same email
Really good idea. We have a music school and several kids are between 4-12 and they do not have an own mail adress, more than their parent's so it is difficult to separate customer profiles for each student if it's not possible to have them associated to their parent's mail-adress (which is the same, of course).
This is a must for Staffing agencies since they all work with HR departments that use a shared inbox. Therefore multiple contacts with one e-mail address.
In instances where our customers have purchased multiple subscriptions, the purchase information of their original subscription is overwritten by the new subscription details.
Please allow users to select/specify our desired 'Unique Identifier' property when importing contacts.
ex) Phone Number, Role, a custom property such as 'Subscription ID')
My company echoes everything CArthur7 (see above) just said. Allowing users to select/specify our desired 'Unique Identifier' property when importing contacts is exactly what's needed. The majority of businesses have their own and those who don't could default to Hubspot's identifier.
The current way of deduplicating by combining/overwriting contact records makes businesses look foolish and inaccurate at best and opens certain businesses (like financial institutions) open to risk and liability if they send the wrong content to the wrong person, such as a minor.
It is a huge problem and is making my company research other options. A shame, because we love everything else Hubspot has to offer.
IMHO.. having a shared email address conflicts with HubSpot's encouragement of creating high-quality contacts based on trust and identity/data verification. Here, it is more of a marketing tool than a CRM. We use HubSpot for both and more. Allowing multiple contacts to be listed for the same email address is a necessity for all of the reasons above - but would also require a tagging mechanism for the primary receiver of marketing emails.
Has anyone figured out a good workaround for this besides just using a placeholder email address, maybe with a custom object or something? We have a client for whom this is going to be a huge issue, and placeholder email addresses help a little bit to at least get the records into the database but there's so many HubSpot sales tools that you can't use when you don't have an actual email address in the default email address field. They went through the whole sales process not realizing that this would ever be an issue so they're understandably very frustrated right now.
I didn't even realize this was a real issue until we ran into it today. I just assumed that everyone had their own email addresses, BUT could be included in a distribution/shared email address. So, i would create "real" contact records for the singular email addresses & then a generic shared contact record for the distriution email address. Well now, we finally ran into a customer where their employees really do not own their own email addresses and just share one address. As a data person, that is a CRAZY concept to me lol but now we're just trying to find a resolution.
💯 yes please. This is important for us.
Is there any update on this?
We have the same issue for our financial services client. A father buys a financial plan - which is eligible for his wife and his son - they are on the same plan.
As they have the same email not able to associate the wife and son to this financial plan.
Each person as a unique ID but the same email.
What do you recommend?
As it is rather urgent - for an enterprise HubSpot account
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