The 'Split Emails into Primary & Additional Emails' action within the Data Splitter Actions App by Integration Glue allows you to separate email addresses from a single field into two distinct fields: one for the primary email and one for additional emails. This action ensures that your CRM data is organized by clearly distinguishing the main contact email from any secondary or backup email addresses associated with a record.
The action automatically parses the email addresses in the specified field and assigns the first email as the primary email, while placing any remaining emails into a designated field for additional emails. This ensures a more streamlined management of contact details within HubSpot, especially when managing records with multiple email addresses.
This action is particularly useful when:
- You need to clearly define the primary email and secondary emails in your CRM.
- You have records with multiple email addresses and need to organize them for better data management.
- You want to prepare email data for systems or integrations that require separating primary and additional emails.
- Property Containing Emails refers to the property that holds the email addresses you want to split into primary and additional emails. You select the property that contains the emails, and the action will handle the split.
Here's the step-by-step guide to set up the "Split Emails into Primary & Additional Emails" action:
Step 1: Create a New Workflow
- In your HubSpot account, go to the Automation tab and select Workflows.
- Click Create workflow.
- Choose a workflow type (e.g., Contact-based workflow) based on your needs.
- Set the trigger criteria for the workflow.
Step 2: Add the "Split Emails into Primary & Additional Emails" Action
- Once your workflow trigger is set, click the + button to add an action.
- In the action sidebar, search for Data Splitter Actions and select the "Split Emails into Primary & Additional Emails" action.
- Click Save to add the action to your workflow.
Step 3: Configure the Action
- Property Containing Emails:
- Choose the HubSpot property that contains the email addresses you want to split. This could be a contact's email property or any custom property that contains multiple email addresses.
Step 4: Review and Activate
- After configuring the action, review your settings to ensure everything is correct.
- Click Review and Publish to activate the workflow.
Step 5: Test the Workflow
- Trigger the workflow by updating the associated records.
- Verify that the emails have been correctly split into primary and additional emails based on the property you selected.
Step 6: Use the Split Data
- You can now use the split data in other workflow actions or reporting as needed. The primary email will be treated as the main contact point, and the additional emails will be available for further processing.