Hey everyone, I’ve searched and searched and can’t seem to find a good solution here.
We use both marketing hub and the CMS. Hubspot has such awesome contact tracking, but I’m having a hard time showing some of those details in things like form submissions.
What I need to be able to do is to show parameters that I know exist in the email notifications that get sent to our sales team when a contact submits a form. This seems like something that should exist and be easy to find and use, but I can’t figure it out or find an answer anywhere. We just need our sales guys to be able to attribute the lead source properly without having to log into Hubspot and look through the contact record.
Am I just dumb? Any help would be greatly appreciated! Thanks!
If you are using Submission Notifications from the form settings, you will have to disable those and move to workflows and send internal marketing emails or internal notification emails from there. The default form submission notification from Hubspot cannot be altered.
It sounds like you’re looking for a way to display specific contact details from HubSpot’s contact tracking within the form submission notifications that your sales team receives. One potential solution is to use HubSpot’s custom contact properties to capture and display this information.
First, you’ll want to create a custom contact property for the specific details you want to display, such as Lead Source. Then, you can add this property to your form and set its value based on the source of the form submission.
Finally, you can use HubSpot’s email personalization tokens to insert the value of the custom property into the form submission notification that your sales team receives. This will allow them to easily see the lead source without having to log into HubSpot and look through the contact record.
To add a custom property to a contact record:
Go to your HubSpot account and click on the “Contacts” tab.
Click on “Properties” in the top navigation.
Click on “Create a property” in the upper right corner.
Enter a name for your custom property (e.g. Lead Source).
Select the property type that best fits the information you want to capture (e.g. Single-line Text).
Click “Create property” to save your new custom property.
To add the custom property to your form:
Go to the form editor in HubSpot.
Drag and drop a “Single-line Text” field onto your form.
Click on the field to edit it.
Under “Advanced options,” select the custom property you created from the “Connected field” dropdown.
Save your changes to the form.
To insert the custom property value into your email notification:
Go to the email editor in HubSpot.
Click on the “Personalization” dropdown in the top navigation.
Select “Contact property” from the list of options.
Select the custom property you created from the dropdown.
Insert the personalization token into the body of your email where you want the value to appear (e.g. “Lead Source: {{contact.propertyname}}”).
Save and send your email.
With these steps, you should be able to display specific contact details in your form submission notifications, making it easier for your sales team to attribute the lead source properly.
@SNigam Thanks for the response. This sounds like it will achieve what I need, however I’m still unclear how to auto populate the custom form field value based on the source of the form submission.
I’ve got a custom contact property created and can add it to a form, but I don’t see an intuitive way to auto-populate the field with the original lead source. Additional clarification would be appreciated!