topic Setting "Marketing = Yes" in CRM upon webform submission in Sales Integrations

Setting "Marketing = Yes" in CRM upon webform submission

RiveraDev — Fri, 29 Jan 2021 23:02:53 GMT

Is there a simple method to have contact records in the CRM set as "marketing" leads automatically upon submission of a webform? Sorry for what may be an uninformed or simple question.

We're using Sales Hub and collecting all leads -- sales, general info, newsletter subs -- into the CRM. My question is specifically related to newsletter submissions. Ideally we'd like to have every newsletter subscription be automatically set as "accepting marketing" in the CRM. As it appears now, we need to sort through new records, determine which are newsletter subscribers and then manually set them to "marketing = yes." Is there a way to pass some variable through our Wordpress webform that would remove this manual process?

Re: Setting "Marketing = Yes" in CRM upon webform submission

PamCotton — Mon, 01 Feb 2021 17:01:40 GMT

Hello @RiveraDev

Welcome to HubSpot Community!

I would like to tag some top experts to share their thoughts on this conversation @Kevin-C, @rikkilear, what would you recommend to @RiveraDev?

Thank you!

Pam

Re: Setting "Marketing = Yes" in CRM upon webform submission

rikkilear — Tue, 02 Feb 2021 20:23:50 GMT

Hey 👋

Good question.

I have a few questions to help me form an answer if you don't mind:

Are you subscribed to any of the HubSpot Hubs which include workflows? Such as Marketing Pro?
Is it a HubSpot form you are using on your Wordpress website to push into the CRM?
Is it HubSpot you will be emailing the contacts for?

Thanks

Re: Setting "Marketing = Yes" in CRM upon webform submission

RiveraDev — Tue, 02 Feb 2021 22:41:31 GMT

Sorry for my lack of clarity. We are collecting all our contacts in the Hubspot CRM and segmenting that dbase into a variety of subsets/lists, one of which we use to send email newsletters via Hubspot. The form I was referring to collects only email addresses of customers interested in receiving our newsletter and is located a Wordpress website and was created with Contact Form 7 (CF7). Though we do have a functionally identical Hubspot form.

That all being said, we solved the issue in the following way.

First, on our Hubspot form, we created a hidden/required checkbox field that's toggled to "yes" by default and which sends newsletter email subs directely to the appropriate segment by setting Hubspot's "Contact Information" option to the name of the list. Then, second -- as there are no available options to insert a hidden field in CF7 -- we created shortcode allowing an identical hidden field to pass the value of "true" into the Hubspot CRM (via CF7 Hubspot Forms Add-on plugin), which toggles that contact to "Yes" in Hubspot's Marketing Email category, thus automatically identifying that contact as a member of our newsletter subscription segment.

Re: Setting "Marketing = Yes" in CRM upon webform submission

rikkilear — Thu, 04 Feb 2021 09:24:50 GMT

Great to hear you have resolved it and really pleased you posted the solution here for others, thank you 👍

Re: Setting "Marketing = Yes" in CRM upon webform submission

HGNAIR134 — Sat, 29 Oct 2022 10:37:50 GMT

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