I have certain information about customers that i need to get from sales for onboarding to kick start. Today, sales fills a google form for the Sales-CSM handoff. I want to move this to hubspot so when the form is filled it automatically populates the handoff-note properties under each company. Note that this form can be hoted in hubspot our outside hubspot.
I have a similar situation. We’ve set up a property in our lead form to capture additional information from prospects. I want that information to flow into notes so that it is easy for everyone to see. Would be a great feature!
We have a very similar situation as well and would love to have this feature implemented.