Enter 2 email addresses for a contact

Some businesses benefit from entering 2 different email addresses for a single contact. For now, they create a custom property "secondary email", but if someone fills in a form with this secondary email, they have to manually merge the contact every time.

140 Replies
RichieMs
New Member

How is this not a first release feature! Necessary for work AND personal emails. Very important. Otherwise it creates a duplicate user if the contact uses another. Very annoying!!


@lsirac wrote:

Some businesses benefit from entering 2 different email addresses for a single contact. For now, they create a custom property "secondary email", but if someone fills in a form with this secondary email, they have to manually merge the contact every time.


 

KBarton
New Member

We are a PK-12 school. We need this very basic functionality to include not only 2 emails for each contact, but more as well. It is very common for both parents of a child to be involved in the enrollment process, and for both parents to have at least one work email address and one or more personal email addresses. We are not currently able to log this in the system for tracking or usage. The bigger picture, related issue to this is that we are also not able to associate parents together which leads to much duplication and potential high risk of confusion and miscommunication. We have asked and continue to ask for a solution to be provided ASAP. The "workaround" has been offered to create "fake" companies for each set up parents, but this creates many problems and is not a workable solution.

archilogic
Occasional Contributor

This is really important feature for us as well. 

I just wanted to add that we should be able to update the existing contact based on the secondary email address via API calls, since some of the integrated system (eg. accounting software), only have the secondary email (billing email for us).

As described here: https://developers.hubspot.com/docs/methods/contacts/update_contact

 

IanRayner
Occasional Contributor

Roisin,

 

Who builds a database and uses an element of the data as a unique identifier? Basic database design would suggest generating a unique key for each contact record so that, in future, any item of data in the record can be changed - you are not locked in.

 

People change email addresses all the time. They change jobs. Their email account gets compromised. They have a side business, a personal email, whatever.

 

In my case, I have the incorrect email address for a contact because that was the email forwarded to me by a mutual acquaintance. I merged a record with the correct email, but it is the secondary, not the primary. It's a problem because I have to remember to use the secondary and not the default!

 

I imagine the thought was to avoid duplicate data e.g. 2 records with the same email, which would cause problems matching incoming / outgoing email traffic to a record. But a simple data validation step any time one of these fields (e.g. email, phone number) that ought to be unique is entered, would prevent duplication.

 

At this point it looks like I will have to take another look at ZOHO - fortunately I decided to experiment a little with HubSpot before committing. Your product has so many great features, but how many other flaws are there in the design that I haven't run into yet?

 

 

hshafter
Regular Contributor

It appears that this issue may have been resolved. Now, when I merge 2 emails into 1 contact, it retains the second email. The test will be whether Hubspot recognizes the "merged" email when it is forwarded/bcc'd. Has anyone tested this yet?

IanRayner
Occasional Contributor

@hshafter

 

It does work - in my case the emails to the correct email address get associated with the correct contact. My problem is that I can't change the primary email address which is used to populate an email - I have to remember that the primary email address is wrong and to use the secondary.

 

If the database had been correctly designed, there would be an email address table where you specify the type of email address (primary, business, personal, whatever) for each contact record.

 

If I had a thousand contacts, how would I do that?

hshafter
Regular Contributor

Hi IanRayner,

Thanks for that info and great to know!

I suppose given the limitations of the CRM, it really cuts down on manual labor to triple-check that the primary email address is the one being kept. In case where the wrong email is kept as the primary, I would probably delete the "merged" email from the record. Re-enter it into HubSpot, and then merge again ensure the correct email is kept as the primary. Hope that's a helpful workaround.

Ideally we would have the ability to identify within the record which email is which though!

IanRayner
Occasional Contributor

Hi @hshafter

 

Inspired by your suggestion, I did the following and it worked!:

1) Delete the (correct) secondary email from the contact, leaving the (incorrect) primary

2) Create a new contact using correct email, first and last names

3) Merge the old contact record into the new

4) Delete the (incorrect) secondry email from the new contact

 

The history all came over, so all is well.

 

I guess the way to ensure that multiple emails are associated with a contact is to create a new contact with the email you want to add. If the new email is what you want as the primary, merge the old into the new. If the new email is not the primary, merge the new record into the old.

hshafter
Regular Contributor

Great!! Glad it worked. : )

EMSAdmin
Occasional Contributor

Be very careful with merging records in HubSpot. We use Saleforce as our CRM - thinking of switching to HubSpot CRM be will not because of this major issue.