topic Re: Company Updates Own Data in Lead Capture Tools

Company Updates Own Data

PMartin_CMB — Wed, 27 Mar 2024 12:38:21 GMT

We desire to send to a company's primary contact a link for a form that has their company information ready to confirm or update. I created the form, but how do I configure a URL that populates the form for them?

Re: Company Updates Own Data

karstenkoehler — Wed, 27 Mar 2024 12:41:37 GMT

Hi @PMartin_CMB,

I explained how to do this here: https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/pre-filled-forms/m-p/815417/highlight/true#M3835

In your case, if you're using company fields, it would have to change contact to company, e.g. {{ company.propertyname }}

Best regards!

Re: Company Updates Own Data

PMartin_CMB — Wed, 27 Mar 2024 13:28:29 GMT

Thanks for the direction. We will move it to our Wordpress site, but testing the landing page with the form's shared link isn't populating. Currently, my shared link looks like https://share.hsforms.com/zzzzzz??hs_object_id=7777777777777777 (substitute Z and 7 with real data).

Should I not expect this to work?

Re: Company Updates Own Data

karstenkoehler — Wed, 27 Mar 2024 13:30:47 GMT

@PMartin_CMB an object ID can't be updated through a form. If you can't add it as a form field in the regular form editor, you can't populate it with parameters.

Re: Company Updates Own Data

PMartin_CMB — Wed, 27 Mar 2024 13:54:40 GMT

Thank you... I think I misunderstood so I want to confirm: The form will be prepopulated with data from the url querystring--not from data direct from HubSpot. We have a rather long form since we want the Company to update their address, URL and other data. Wouldn't a querystring that long be likely to 'break' in an email message? Am I missing a simple approach?

Re: Company Updates Own Data

karstenkoehler — Wed, 27 Mar 2024 13:56:22 GMT

@PMartin_CMB correct, a long link might break - and there isn't a simple fix for this. Forms are meant to capture data, not to act as a quasi log in area where someone can update their information. As far as I know, it's either this or a fully custom developed solution; your own application that looks up information in HubSpot and posts updates as provided by contacts, ideally behind a log-in.