I am hoping to create a form that my Area Managers (x3) can fill out whilst on a customer site that will automatically be saved to the customer record (with the option to share the form with the customer).
To give this some context, the form will be a monthly cleaning audit so will require some free form text, some tickboxes, some multiple choice (ratings from 1 to 5).
The ideal scenario is that the form can be competed while walking around the site with the customer then saved to the customer record.
I have just upgraded to starter so I can create more custom fields as needed.
Has anyone else found a way to do this or can suggest how this could be done?
@SBryant88 the best way to manage this would be with a custom CRM card that could be added directly to the contact record via UI extenstion - unfortunately, this requires sales or service enterprise.
Another option would be to have a developer code a custom property that links to a form, and when clicked, it opens the form and can create a record of previous submissions.
If you create the properties you suggested and the form was completed in September, it would save values to those properties. Then, if you completed the same form in October, it would overwrite September’s values. Would that be OK?
Also, do your Area Managers have edit access to HubSpot?