Update a record from an outside source

RGoldstein1 — Tue, 21 May 2024 20:52:44 GMT

I have automations now starting with Gravity Forms to initiate Deals and Tasks. But one thing that would be really great is if we can send data via some 3rd part form, and UPDATE a specific field for an existing company, perhaps using the domain name as the defining index.

Is this possible?

Re: Update a record from an outside source

DianaGomez — Wed, 22 May 2024 14:29:58 GMT

Hi @RGoldstein1,

Thanks for reaching out to the Community!

Just to confirm, do you want to be able to add an external form to HubSpot to update data? If that's the case:

You are able to add non-hubspot forms from your external sites by adding the HubSpot tracking code in the pages. Here are a couple of resources that can help with this.

Information on where to get your portal HubSpot tracking code and tips on how to install it on your page depending on where is hosted https://knowledge.hubspot.com/reports/install-the-hubspot-tracking-code
Information on non-hubspot forms, requirements, settings for them and mapping the external form fields and HubSpot properties https://knowledge.hubspot.com/forms/use-non-hubspot-forms
Information on how to convert non-hubspot forms into HubSpot forms https://knowledge.hubspot.com/forms/convert-non-hubspot-forms-into-hubspot-forms

I hope this is useful!

Best,

Diana

topic Update a record from an outside source in Tips, Tricks & Best Practices

Update a record from an outside source

Re: Update a record from an outside source