Can't Create Form with Lifecycle Stage or Contact Owner

Smart CRM & Sales Hub CRM
1

The idea is to have a form that unifies our Contact and Company creation forms, but in Form Builder I can’t add Lifecyle Stage or Contact Owner.

2

Hey @AReyes22,

Thanks for bringing this to the community! :tada:

Thanks for sharing this feedback! Your post actually combines two separate feature requests. One of those ideas seems to overlap with this existing idea here:

:backhand_index_pointing_right: Forms: HubSpot Owner as a Field Option

To make sure your feedback reaches our Product Team effectively, we do our best to group related ideas together.

I’d suggest you add your upvote and feedback regarding Contact Owners to the existing thread linked above? For using Lifecycle Stages in the Form Builder, that’s a great standalone idea. We’d love for you to post it separately in the Ideas Forum so it gets the spotlight and votes it deserves!

Please feel free to reach out if you have any questions and I hope this helps point you in the right direction!

Sam, Community Manager

3

Hi @AReyes22,

You can assign the lifecycle stage in forms via the settings:

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But correct, you can’t have it as a displayed field with the ability to select one. The same goes for the contact owner.

In both cases, you would have to use a custom property on your form to capture the information, then create a workflow that passes this information through to the actual lifecycle stage or owner property (via branching logic and the ‘Edit record’ workflow action).

Best regards