Is it possible for a form to reject submission if the email address is already in the CRM?
SOLVE
Q: Possible to reject a form submission if the email address entered already exists in the CRM??
Short A: Not built-in HubSpot functionality.
Longer A:
Worth asking about some quick-n-dirty design tips over in the design forum.
It's typically best practice to clarify the offer directly in the ad then handle any outliers within a workflow in the CRM -- e.g., if Lifecycle stage is NOT Customer AND Lifecycle stage is NOT Evangelist, do something ...
Here are some live Shopify ads that demonstrate these principals.
(see images)
(see image)
(see image)
(see image)
Help answer your question? If so, remember to accept this solution now.
Is it possible for a form to reject submission if the email address is already in the CRM?
SOLVE
Q: Possible to reject a form submission if the email address entered already exists in the CRM??
Short A: Not built-in HubSpot functionality.
Longer A:
Worth asking about some quick-n-dirty design tips over in the design forum.
It's typically best practice to clarify the offer directly in the ad then handle any outliers within a workflow in the CRM -- e.g., if Lifecycle stage is NOT Customer AND Lifecycle stage is NOT Evangelist, do something ...
Here are some live Shopify ads that demonstrate these principals.
(see images)
(see image)
(see image)
(see image)
Help answer your question? If so, remember to accept this solution now.
Is it possible for a form to reject submission if the email address is already in the CRM?
SOLVE
Thank you for the ad examples. It would be really cool if Hubspot had this functionality to do a quick search through the CRM to ensure it's a new email address. I'll add it in the idea forum.
Is it possible for a form to reject submission if the email address is already in the CRM?
SOLVE
Custom development is always an option, but (again) maybe ask over in the design forum. Maybe a little javascript can solve for your use case @Brandy13.
Good luck on your project.
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