Fill co-sell first and last names from one full-name field in your CRM

Last updated: October 30, 2026

Overview

Marketplaces ask for the first name and the last name of co-sell contacts and opportunity owners as separate values. Many Salesforce and HubSpot setups keep a person's name in one full-name field. Previously, co-sell field mapping needed a separate CRM field for each part of the name. Now, Clazar splits a full-name field you already have into the first name and the last name. For example, "Mary Smith" becomes "Mary" in First Name and "Smith" in Last Name.

Value it drives

  • No new CRM fields needed: You can map the full-name field you already have. Your CRM admin does not need to add first name and last name fields, or formula fields, in Salesforce or HubSpot.

  • Custom delimiter: By default, Clazar splits the name at the first space. If your names use a different separator, such as a comma, enter it in the Delimiter field.

How to get started

  1. Go to Settings → Integrations, open Salesforce or HubSpot, and select Field Mapping under the Co-Sell tab.

  2. On a First Name row, map the CRM field that holds the full name, then click Split name. Turn on Split into first and last name, add a Delimiter if your names are not separated by a space, and click Ok.

  3. Save the field mapping.

Things to note

  • Split point: Clazar splits the name at the first delimiter only. "Mary Ann Smith" gives "Mary" in First Name and "Ann Smith" in Last Name.

  • Turning the split off: When you turn off the split, Clazar clears the mapping on the Last Name row. Map a field to the Last Name row again.

  • Rows covered in Salesforce: AWS customer contact, seller contact and opportunity owner rows, the Azure customer contact and team member rows, and the GCP customer contact rows.

  • Rows covered in HubSpot: AWS seller contact and opportunity owner rows, and the Azure team member rows.