topic How to set up a regular contact form with message field? in Lead Capture Tools

How to set up a regular contact form with message field?

SebastianT — Sat, 06 Jul 2019 19:34:51 GMT

I am trying to set up a very easy contact form, where visitors can submit a message to us. The summary of the free text field with the actual request needs to be stored somewhere in the contacts profile so we can sync it with Salesforce.

What if the same user then submits another email? Would the value for the message be overwritten or would you set up another field? I couldnt really find an answer to a very common scenario I would say. Also, how could you trigger for each email submission an activity in the contacts profile with ALL the submitted values and not just the updated ones.

Re: How to set up a regular contact form with message field?

MatthewShepherd — Sun, 07 Jul 2019 09:12:55 GMT

Hi @SebastianT

The default contact property where Hubspot stores the free text entry from a contact form is called message.

Hubspot will update a contact property with the most recently submitted data. So when you have a contact form with a message field, any data in the corresponding message property will be overwritten if the contact submits another contact form. However, Hubspot does retain the history of your property values. So you can look back at previous message values/submissions within the contact record.

If you wanted you could create multiple message fields (message, message2, message3 etc.), create multiple forms that use these separate properties, create a contact list of every contact where message is known (message 2 is known, message 3 is known etc.) and then use Smart Forms to switch out your contact form to avoid overwriting your message property.

Re: How to set up a regular contact form with message field?

surmacki — Mon, 16 Mar 2020 13:43:29 GMT

If you link your contact form to inbox via chatflows (as described here) you will receive an inbox message every time someone submitts the form and in the inbox message you will have the text message someone submitted.