Each time a new user fills out a form automatically setting user to a specific buying role

Smart CRM & Sales Hub CRM
1

I have partners who fill out the partner form and mentors who fill out the mentor form.

Once a new contact is created from filling out the partner form, can HubSpot automatically assign that contact as property Buying Role “partner” under contacts?

2

Hi @LNgan,

You can use hidden form fields with default values to achieve this: Pass contact property values with hidden form fields

The mentor form would include Buying role as a hidden field that is set to a default value “Mentor”. When the form is submitted, the person won’t see this field.

Hope this helps!