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EliteEx
Participant

Restrict duplicate emails on forms

Hi,

we would like it if it were possible to restrict duplicate emails on forms - this is because say should a contact from the same company complete the form under the same email, their details will be overwritten with the new contacts details

 

if we can have that as an option on forms, that would be great

 

thank you

 

 

3 Replies 3
EliteEx
Participant

Restrict duplicate emails on forms

when they attempt to submit an email which has already been submitted they should be told that has already been submitted - and have to submit a different email 

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Restrict duplicate emails on forms

Hi @EliteEx,

 

I'm not aware of any out-of-the-box functionality for this. The merging of two email address and the creation of multiple records happen after the submission in HubSpot. HubSpot does not do a real-time lookup in the browser, as far as I know. However, to display such a message, this would be required.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Restrict duplicate emails on forms

Hi @EliteEx,

 

Could you elaborate on what exactly you mean? What should happen when someone submits a form with another email address than the one used before?

 

In the options tab of the form, you can enable an option "Always create new contact..." – this stops the behavior of HubSpot overwriting existing contacts. Instead, a new contact would be created.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.