Lists, Lead Scoring & Workflows

pahy96
Participant

Prevent Merged Contact From Exiting Workflow

I recently had a contact exit an automated workflow because their contact record was merged with a duplicate (two different emails).

Screenshot 2024-03-19 at 14.59.04.png





What is a good way to have this contact continue in the workflow without interruption or will this always happen by default?

2 Replies 2
pahy96
Participant

Prevent Merged Contact From Exiting Workflow

Is it possible to merge those records and keep the primary contact who is in the workflow still moving through it? Or, is it seen as a new contact record altogether as a result of the merging?

0 Upvotes
TomM2
Key Advisor | Partner
Key Advisor | Partner

Prevent Merged Contact From Exiting Workflow

Hey @pahy96 contact records go through workflows, if a contact is merged in HubSpot it will mean there is one single contact left, meaning only 1 contact could go through the workflow. 

 

There would be no way to merge 2 contacts, then have the original, non-merged contacts go through the workflow at the same time. 

Tom Mahon
Technical Conlsultant | Solutions Engineer | Community Champion
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