Update/Overwrite/Append Data Options for Contact Property Fields

Basically for each property I want 3 options to choose from:
1) Update value if blank
2) Append to value
3) Overwrite value


Sample use case(s):
Append Option: Notes Field
I have a comments field on my contact form where someone sends us a query. If that contact later submits another query I don't want to lose the previous info from my records. I want to see the new information appended to that field.  (Can't keep creating new properties and using smart properties). 


Overwrite Option 
Standard as happens curently with most fields, if a contact enters a new phone number it overrides the previous data to keep it updated with the latest information.


Update if Blank option - Lead Source
When a lead comes in, I assign the Lead Source to it, but I only want that updated if there is no previous Lead Source assigned to it. I don't want subsequent forms to overwrite the value. Smart Field(s) works only partially because if I use the API to submit forms, smart fields do not stop it from being overwritten.



63 Replies
New Contributor

Any update to this issue? We are experiencing the same roadblock. 

New Contributor

Why hasn't this been done already?  This was submitted in 2017?!


Wow - let's get this done ASAP




Thanks for the workarounds provided in this thread.  I honestly am surprised this is not solved yet -- it's going to throw kinks into attribution measurement for me and I'm only 6 weeks into using Hubspot Smiley Sad