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HubSpot: Create new contacts when they move firms
Oct 14, 2025
Would prefer the ability to create a new contact rather than update and existing contact's email when they move firms. The lead status of the contact is not updated along with their email--which makes it seem as if the contact and their company is more advanced (lead status / lifecycle stage) than they actually are.
Comments
These incorrect rollups affect more than just data hygiene. Our SDRs get paid on SAL and SQLs. When these roll up to the wrong record, it lengthens the time we gather commissions data and pay our people.
To deal with this feature limitation, I had to re-map Surfe properties away from HubSpot's standard fields. This then meant I had to create 8 workflows, 2 properties, and 2 calculated fields to handle contact data across various scenarios in HubSpot.