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Identify a contact by email adress

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Occasional Contributor

Hello,

 

Hope you can help me. I want a contact to visit a Hubspot landingpage. The contact ist already existing in our Hubspot CRM as contact entry.

 

On the landingpage he just enters his email address in a form and submit it (no more form fields).

 

After submitting he gets another page with some placeholders for name and surname, being filled with his data.

 

 

So in the backend we have to get his mailaddress he prompts in, search in the Hubspot crm database and return the correct name and surname on the next page. I'm just wondering if this is possible without using the developer section just by using some workflow and filter functionalities provided by the Hubspot Backend.

 

Could you help me?

 

Thank you in advance.

 

Greetings, Chris

 

 

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Advisor | Platinum Partner

Hi @ChrisD 

Yes, unfortunately sometimes Hubspot won't update the contact record in time to populate the correct data into the tokens on the page shown after the form. I'm afraid the best you can do there is to make sure your default values for those tokens make sense or are just show blank values.

 

An alternative approach could be to pass the first name and last name via URL parameters and then use Javascript to grab those values from the URL and populate them into your page. You could try doing this by adding HUBL variables for firstname and lastname into your form redirect URL e.g.

https://www.mydomain.com/?fn= {{contact.firstname}}&ln= {{contact.lastname}}, but that could suffer from the same delay.  In that case, you could change your form embed code to add all of your form data as URL parameters (just be careful with this as form data can then get stored in third-party services such as Google Analytics), take a look at this thread for details on how to do that: https://integrate.hubspot.com/t/include-form-fields-as-redirect-url-parameters-on-an-embedded-form/3....

Here's an article on how to grab URL parameters to use in your page using jQuery: https://www.sitepoint.com/url-parameters-jquery/


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Matthew Shepherd

An Inbound Growth Agency
Platinum HubSpot Partner

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Advisor | Platinum Partner

Hi @ChrisD 

 

To clarify, this site visitor is an existing contact in your CRM? And you are trying to show their First Name and Last Name on a Hubspot website/Landing page after they submit a form?

 

If so you can use the First Name and Last Name personalisation tokens on the Hubspot website/landing page that your form redirects to.


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Matthew Shepherd

An Inbound Growth Agency
Platinum HubSpot Partner

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Occasional Contributor

Hey Matthew,

 

To clarify, this site visitor is an existing contact in your CRM? And you are trying to show their First Name and Last Name on a Hubspot website/Landing page after they submit a form?

 

Exactly.

 

So what do i already have?

  • I have a first landingpage containing the form for the mail address
  • I have set the submit button of this form to load a second landingpage on being clicked.
  • I have a second landingpage containing personalisation tokens for first and last name.

 

But how do i get the functionality between the contact database, the first and the second landingpage? I mean, after submission i have to tell hubspot to use the submitted mail address to look in the database for the contact. And the allocate this contact to the rest of the user journey including showing his first and last name on the second landingpage. This part isn't clear to me.

 

Could you help me on that? Thank you.

 

Greetings, Chris

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Advisor | Platinum Partner

Hi @ChrisD 

If the visitor submitted an email address that matches an existing contact (or the cookie associated with an existing contact) in your CRM then Hubspot should link that form submission and the cookie in the contact's browser to that existing contact record. From there Hubspot should populate the first name and last name tokens for you.

When you test your landing page is this not working for you? If so let me know how you are testing.


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Matthew Shepherd

An Inbound Growth Agency
Platinum HubSpot Partner

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Occasional Contributor

In some cases hubspot shows the correct name, in some cases hubspot shows the default placeholder for the token. It's not relyable.

 

I guess it's because the website which should show the correct names is loading faster then hubspot gets the right data out of the contact crm. Or the cookie is set too slwoly. What do you think?

 

Thank you in advance

 

Greetings

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Advisor | Platinum Partner

Hi @ChrisD 

Yes, unfortunately sometimes Hubspot won't update the contact record in time to populate the correct data into the tokens on the page shown after the form. I'm afraid the best you can do there is to make sure your default values for those tokens make sense or are just show blank values.

 

An alternative approach could be to pass the first name and last name via URL parameters and then use Javascript to grab those values from the URL and populate them into your page. You could try doing this by adding HUBL variables for firstname and lastname into your form redirect URL e.g.

https://www.mydomain.com/?fn= {{contact.firstname}}&ln= {{contact.lastname}}, but that could suffer from the same delay.  In that case, you could change your form embed code to add all of your form data as URL parameters (just be careful with this as form data can then get stored in third-party services such as Google Analytics), take a look at this thread for details on how to do that: https://integrate.hubspot.com/t/include-form-fields-as-redirect-url-parameters-on-an-embedded-form/3....

Here's an article on how to grab URL parameters to use in your page using jQuery: https://www.sitepoint.com/url-parameters-jquery/


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

Matthew Shepherd

An Inbound Growth Agency
Platinum HubSpot Partner

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