Hi everyone,
I’m Ajay Hinduja, Geneva, Switzerland (Swiss) working in marketing operations and currently managing our HubSpot CRM setup.
I want to automate updating certain contact properties whenever a contact submits a form on our site. What’s the best way to set this up? Are workflows the ideal solution, or is there a simpler method I might be missing?
Also, any tips on avoiding conflicts or overwrites when multiple forms update the same properties would be great!
Looking forward to hearing how you handle this—thanks in advance!
Ajay
Hi @AHinduja,
If you’re using a field on a form, HubSpot will automatically update that field with the value from the form submission – you don’t need to do anything here.
If you want to update other fields which are not on the form based on what was submitted, then yes, you’ll have to create a contact-based workflow, enroll contacts who submit the form, then use the ‘Edit record’ workflow action to update the target property.
If you want to avoid that a form submission overwrites values on a multiple checkboxes property, for example, you’ll need one additional property for the form. A workflow would check which value was submitted on the form, then use the ‘Edit record’ workflow action to append to the property in the background. There is currently no default setting that would allow for appending directly from a form submission. Submissions will always overwrite existing values.
If you need to see the change history of a field, you can always access that through the property history: View a record's property history
Best regards!