Will The Real HubSpot Email PLEASE STAND UP!SOLVE
06-04-2018 09:46 - edited 06-04-2018 09:55
So, recently we received a message from someone who has nine (9) email addresses in our CRM. This means they've emailed us from more different address than years they've been a client. Wow! (facepalm) haha
Good client? Yes. Great client.
Bad email habits? Absolutely.
What can we do to help them (and ourselves)? LOTS. (see image)
The first step is to merge each contact record containing their secondary email address into the contact record containing their primary email address. Merging cannot be easily undone, so you'll want to be certain that both email addresses belong to the same PERSON.
- The contact record on which you originally clicked Merge remains as the existing contact record. The contact you selected during the merge process will merge into that original primary contact.
- The most recent values from either contact will be the present values on the remaining contact record. However, there are some exceptions; please see below for details.
- The history of property values from both contact records can still be found in Property History in the remaining (primary) contact's record.
- You will see a combination of timeline activity from both the primary and secondary contact records on the remaining (primary) contact's record.
"After merging contacts, you will not be able to create a new contact with the email address of the old contact record that was merged."
This means if you accidentally merge contacts from two different PEOPLE, you'll need to engage HubSpot support to assist with that separation. (it's a pain, so try to avoid it)
Ok, I can already hear some of you saying, "but my client(s) need(s) all of those separate email addresses".
No argument there. However, WE don't need all those email addresses SEPARATED.
Once merged, you will still be able to receive email from all of their email addresses. However, you will only be able to SEND to the PRIMARY email address in HubSpot.
This organizes all of the communications we receive for a single contact no matter how email address crazy they've gone.
Hope that helps.
Please include @MFrankJohnson in your message if you'd like me to reply.
Solved! Go to Solution.