Lead Capture Tools

jjokinen
Contributor

Turning on "Always create contact for new email address" option in forms

SOLVE

Hi!

 

I was wondering what the use case for turning on the "Always create contact for new email address" option in forms is?

Seems like we've had this turned on in most of our forms but to me, it looks like turning it off would make a lot more sense.

Thanks,

Joel

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Turning on "Always create contact for new email address" option in forms

SOLVE

Hi @jjokinen,

 

If this is not turned on, HubSpot will update an existing contact instead of creating a new contact in a few scenarios.

 

One of the two notable ones would be multiple people using the same device. HubSpot would update the same contact with a new email address instead of creating another contact.

 

Similarly, if a marketing email is forwarded and a second person click a link and submits a form, HubSpot will also think this is the same person, as marketing email tracking links are personalized.

 

Enabling the "Always create contact..." option is a good idea.

 

Let me know if you have any follow-up questions!

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

Beratungstermin mit Karsten vereinbaren

 

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11 Replies 11
PeterPu
Participant

Turning on "Always create contact for new email address" option in forms

SOLVE

It is a bummer that it is not possible to turn off the automatic update after form submission. I am trying to get a workflow going that will trigger once a contact's first name or last name is changed upon form submission to trigger a task to fix it manually. 

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

Turning on "Always create contact for new email address" option in forms

SOLVE

Hi @jjokinen,

 

If this is not turned on, HubSpot will update an existing contact instead of creating a new contact in a few scenarios.

 

One of the two notable ones would be multiple people using the same device. HubSpot would update the same contact with a new email address instead of creating another contact.

 

Similarly, if a marketing email is forwarded and a second person click a link and submits a form, HubSpot will also think this is the same person, as marketing email tracking links are personalized.

 

Enabling the "Always create contact..." option is a good idea.

 

Let me know if you have any follow-up questions!

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.

jjokinen
Contributor

Turning on "Always create contact for new email address" option in forms

SOLVE

Thanks @karstenkoehler!

That makes sense. However, doesn't turning it on create more duplicates in the system and block us from using progressive fields?

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

Turning on "Always create contact for new email address" option in forms

SOLVE

Hi @jjokinen,

 

If there are contacts who submit a form first with a personal email, then with a business email, then yes, this might result in duplicates. And correct, you will not have access to progressive fields.

 

This comes down to personal preference. Personally, I prefer these two issues over having incorrectly merged contacts – very hard to clean-up and potentially risky when it goes unnoticed. Much harder also than merging contacts, especially if you have access to the duplicates tool.

 

Best regards

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.

TSagan
Member

Turning on "Always create contact for new email address" option in forms

SOLVE

I didn't turn it on and now in have incprrectly merged contacts.  How do I unmerge them?

0 Upvotes
DianaGomez
Community Manager
Community Manager

Turning on "Always create contact for new email address" option in forms

SOLVE

Hi @TSagan

 

Thank you for your inquiry. 

 

I am afraid it is not possible to unmerge contacts, you may confirm the information in this article: Merge records

  

Hope this helps clarify,

Diana

 


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0 Upvotes
PKlaschka
Member

Turning on "Always create contact for new email address" option in forms

SOLVE

Where do I turn this on? I urgently need this!

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DianaGomez
Community Manager
Community Manager

Turning on "Always create contact for new email address" option in forms

SOLVE

Hi @PKlaschkam, hope you are doing well!

 

You can follow these steps:

 

  • Go to Marketing- Lead capture- Forms
  • After you create the form with the properties you want 
  • Go to the second tab : Options
  • Scroll down until you find: Always create contact for new email address
  • Turn on the option
  • All set

Hope this helps,

Diana


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0 Upvotes
PKlaschka
Member

Turning on "Always create contact for new email address" option in forms

SOLVE

Hi Diana,

I still have this issue. I have users uploading many businesses, and since it is the same user. It always just overwrites one entry... Please help me activate this option for non Hubspot Forms!

0 Upvotes
PKlaschka
Member

Turning on "Always create contact for new email address" option in forms

SOLVE

Hi Diana, thanks for your reply, but I am using a non-Hubspot form.

0 Upvotes
DianaGomez
Community Manager
Community Manager

Turning on "Always create contact for new email address" option in forms

SOLVE

Hi @PKlaschka, hope you are doing well!

 

Thanks for the clarification. This option is not available yet, I found the idea submitted here, please upvote it so it will have more chances to be implemented in the future.

 

Best,

Diana


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