If a contact is retiring but provides a new email address to receive communications, then on the...
A key focus is using Gmail to capture and update contact information in HubSpot.
In Gmail, ensure that the contact is created, and primary contact information set (for both new and existing contacts) before sending emails to contacts. This is done via the Gmail integration on the right sidebar.
Below is an example from an email received from a new contact. This contact is then created by Adding to HubSpot with primary contact information.
The following two images are examples from an email being sent to a new contact:
If collecting information via a phone call, make sure to request/review primary contact information.
