Changing primary email addresses for Employee Contacts in HubSpotSOLVE
3 weeks ago - last edited 3 weeks ago
Our company uses HubSpot for emailing both leads and employees. We use a customized Salesforce Contact object to manage the recruitment of new employees. Prospective new employees typically apply for a job on our website...and a new record is created in both Salesforce and HubSpot using their personal email addresses. We need them in HubSpot...and frequently send invitations to potential employees thru HubSpot. If we hire a new employee, we give them a company email address...and move their personal email to a secondary email addresss. so we can send them employee newsletters thru HubSpot. If they leave the company, we update the status from Active Employee to Inactive / Rehireable, AND update their primary email address to personal email in Salesforce.
Our problem is that we have 2 records for each employee in HubSpot - one with a personal email and one with a work email. This is also causing data-integrity issues as changes are only going to one record in HubSpot (not both). I understand that I can use workflows to copy the secondary email address to the primary email address. I tested a workflow to change the primary email address of an ex-employee from work email to personal and it failed because the personal email already existed in HubSpot.
Can you help me with ideas on a process that prevent multiple records from being created...and that can help us manage current email addresses for employees AND ex-employees? Thank you!
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