Hi everyone
Is there anyway to create custom views based on a object?! So I have three custom forms: Contact Us, I/C Driver Opp, and Request a delivery. I belive request a delivery should be a lead…but its also a contact…sorry all this new to me.
So, when a submission hit my crm contacts. I really just want to see the custom field I created to identify which form this comes from. When I clink on that contact I would like to see those fields for that form. Is this possible?!
Thank you
Jarci
Hi @KeepGoing26,
I’m not sure whether it makes sense to fill a custom field with the name of a form that was submitted. If you insist, there is already a “Recent conversion” field which does that job.
Alternatively, on the contacts index page (Menu > CRM > Contacts), simply click Advanced filters and add a filter for “Form submission”. Here you can select any of your forms you created - regardless of whether it was the most recent one or not.
Best regards
@KeepGoing26 what do you mean by “somewhere else”?
The error appears because you have not selected a form.
And no, you don’t have to add “Recent conversion” to forms, it’ll auto-populate with the name of a form after a form is submitted.
sorry these forms wasn’t created in hubspot but zoho
@KeepGoing26 how exactly are you integrating these forms with HubSpot? Is there a reason you’re not creating these as HubSpot forms?
zapier.. b/c i couldnt change the submit buttom color.
@KeepGoing26 then you’ll have to set a custom property value as part of the form submission and filter for that, yes.
thats the thing i dont see form submission at all under properties for the contact object
@KeepGoing26 it sounds like you’re just updating fields via Zapier, not submitting a form via the HubSpot API. That would be why you’re not seeing a submission. If you share a screenshot if what exactly you’re doing in Zapier.
please attached photos. There is no form submission in my hubspot properties.
I changed VIP to form agreement it was a mutil check box and I changed it to single. You will see the zoho form shows check box.
thank you
@KeepGoing26 did you see my previous reply?
It sounds like you’re just updating fields via Zapier, not submitting a form via the HubSpot API. If you’re doing that, HubSpot can’t register any submission - only updated values in fields. That would be why you’re not seeing a submission. If you share a screenshot of what exactly you’re doing in Zapier, I can confirm.
yes see above please with three screen shots. thank you
@KeepGoing26 can you please point out the Zapier screenshot to me?
@KeepGoing26 as you can see in your screenshot, you are updating a contact, you’re not submitting a form in HubSpot. Simply pass on a custom property value so you can recognize these contacts in HubSpot. With this setup, you will not see a form submission in HubSpot. You’re just pushing updated values.
My recommendation is to use HubSpot forms.
@KeepGoing26 I won’t be able to help if you’re not answering my questions - I won’t continue replying here and wish you all the best.
