# Internal Forms Access **URL:** \ **Category:** Sales Hub Tools\ **Tags:** forms\ **Created:** [March 14, 2024, 4:39pm UTC](https://community.hubspot.com/t/internal-forms-access/102615 "2024-03-14T16:39:06Z")\ **Posts on this page:** 9\ **Page:** 1
**Author:** ![MFish](https://avatars.discourse-cdn.com/v4/letter/m/e480ec/32.png) [@MFish](https://community.hubspot.com/u/MFish)\ **Post date:** [March 14, 2024, 4:39pm UTC](https://community.hubspot.com/t/internal-forms-access/102615/1 "2024-03-14T16:39:06Z")
I have created a form to use internally with our sales teams to request support from our Account Management team. I want to add these forms to the company object so the sales team has easy access to them. I am okay with a activity button (don’t know how to create) or a hyperlink either. Has anyone else dealt with this before? ---
**Author:** ![franksteiner79](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/franksteiner79/32/34443_2.png) [@franksteiner79](https://community.hubspot.com/u/franksteiner79)\ **Post date:** [March 14, 2024, 4:49pm UTC](https://community.hubspot.com/t/internal-forms-access/102615/2 "2024-03-14T16:49:04Z")
Hi @MFish Not sure I fully understand what you are trying to do… Just to clarify we are talking about a HubSpot form or some other type of form tool? When you say you want to “add these forms to the company object” and talk about an “activity button” what do you mean? Also, is your account management team working in HubSpot? Frank ---
**Author:** ![MFish](https://avatars.discourse-cdn.com/v4/letter/m/e480ec/32.png) [@MFish](https://community.hubspot.com/u/MFish)\ **Post date:** [March 14, 2024, 4:54pm UTC](https://community.hubspot.com/t/internal-forms-access/102615/3 "2024-03-14T16:54:31Z")
I created a form that we will use internally on Hubspot for requesting assistance with an account. Once the form is filled out it will be sent to our ticketing platform for our Acct Mgmt team to start working on. I would like to make it easy for the sales team to access this form by keeping it in HS and on the company level object in the system. So for example I tried to find a way to add it as an activity button or a hyperlink on the object. I used another CRM tool where you could customize buttons and add hyperlinks to the object levels in the system. That is what I would like to do here. I hope that helps. ---
**Author:** ![RSchweighart](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/rschweighart/32/28924_2.png) [@RSchweighart](https://community.hubspot.com/u/RSchweighart)\ **Post date:** [March 14, 2024, 8:59pm UTC](https://community.hubspot.com/t/internal-forms-access/102615/4 "2024-03-14T20:59:42Z")
Hi @MFish, Are you using HubSpot for your ticketing platform? If so, the form may be unnecessary. You can create tickets directly from a record via the ticket on the right. You can even move around the panel to make it more visible. ![GIF Recording 2024-03-14 at 1.50.11 PM.gif](https://d2qpr2jzcazej7.cloudfront.net/original/3X/d/1/d1a7a59df9bbe3314184a6a73173be767a1f6cff.gif) Then, you can customize the create ticket form to match your existing form in settings: ![RSchweighart_0-1710449513546.jpg](https://d2qpr2jzcazej7.cloudfront.net/original/2X/2/2aaf41fa295eb8cf3a9dcade12246477d5c9f7a3.jpeg) If you’re using a third party service, let us know which form tool you’re using to see if there’s an integration option. Best, _ **Ryan Schweighart** _ Whole Hart Impact, LLC [whimpact.co](https://www.whimpact.co) _I help businesses with HubSpot and Zapier._ ---
**Author:** ![MFish](https://avatars.discourse-cdn.com/v4/letter/m/e480ec/32.png) [@MFish](https://community.hubspot.com/u/MFish)\ **Post date:** [March 14, 2024, 9:12pm UTC](https://community.hubspot.com/t/internal-forms-access/102615/5 "2024-03-14T21:12:49Z")
We are not using tickets in HubSpot. We use FreshDesk. We are using a Standalone Page Form in Hubspot. ---
**Author:** ![RSchweighart](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/rschweighart/32/28924_2.png) [@RSchweighart](https://community.hubspot.com/u/RSchweighart)\ **Post date:** [March 14, 2024, 10:07pm UTC](https://community.hubspot.com/t/internal-forms-access/102615/6 "2024-03-14T22:07:06Z")
Thank you, @MFish. The solution that comes to mind is to create a custom company property called something like ‘Internal Support Request Form’. Make it a single line text property type. ![RSchweighart_0-1710453024147.jpg](https://d2qpr2jzcazej7.cloudfront.net/original/3X/b/f/bf847f8abaaab25af6f3c91354eb9161bf6445dd.jpeg) Then, customize the default view for company records to add and move the new property to the top (or wherever you want it) on the left side. ![RSchweighart_1-1710453385788.jpg](https://d2qpr2jzcazej7.cloudfront.net/original/2X/2/278d1c0d6697363ec423466fe1e0288042a5a4fe.jpeg) Lastly, you’ll want to create a workflow that populates with the link for every new company. You can use something like create date is known so you can enroll existing contacts. ![GIF Recording 2024-03-14 at 2.58.03 PM.gif](https://d2qpr2jzcazej7.cloudfront.net/original/3X/5/b/5b5027e04001cfe24237a38d08a18226b81374e5.gif) Here’s how your sales team can get to the form: ![RSchweighart_2-1710453858949.jpg](https://d2qpr2jzcazej7.cloudfront.net/original/2X/9/97157bbb78264a7a803d7a2cce29df8966f5a2e8.jpeg) I welcome other ideas from the community, but this is the easiest way I’m aware of without getting into custom development of the middle panel. Best, Ryan Schweighart ---
**Author:** ![MFish](https://avatars.discourse-cdn.com/v4/letter/m/e480ec/32.png) [@MFish](https://community.hubspot.com/u/MFish)\ **Post date:** [March 15, 2024, 3:54pm UTC](https://community.hubspot.com/t/internal-forms-access/102615/7 "2024-03-15T15:54:33Z")
This may be a good solution. I will see if this works for us. Is there a way to add this to existing companies? ---
**Author:** ![RSchweighart](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/rschweighart/32/28924_2.png) [@RSchweighart](https://community.hubspot.com/u/RSchweighart)\ **Post date:** [March 15, 2024, 4:08pm UTC](https://community.hubspot.com/t/internal-forms-access/102615/8 "2024-03-15T16:08:08Z")
At the end of my GIF building the workflow after selecting ‘Review and publish’, you’ll select ‘Yes, to enroll existing companies…’. This will populate the link for existing companies. ---
**Author:** ![Lucila-Andimol](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/lucila-andimol/32/69276_2.png) [@Lucila-Andimol](https://community.hubspot.com/u/Lucila-Andimol)\ **Post date:** [March 15, 2024, 11:25am UTC](https://community.hubspot.com/t/internal-forms-access/102615/9 "2024-03-15T11:25:53Z")
Hey @MFish I think you could create a custom property with the link to the form and put it in the left column or you can create a custom card in the middle column (programming needed) to visualize a button or the form itself. Hope this helps.