I have a custom contact property set up so that I can pass lead source data to our sales team through form notification emails. It doesn’t seem like it should be too hard to auto-populate that form field (the custom property) with the “original lead source” or “latest lead source” properties automatically tracked within Hubspot, however I can’t figure out how to do so.
Any suggestions or help is greatly appreciated.
Hi @CKelson,
This is possible. The first thing you would do is look up the internal property label of your custom property on the form. To do so, navigate to Settings > Properties, find the property, click on it and then click the </> in the top right corner:
In this example, it’s “firstname”. Let’s assume yours is “leadsource”
You would then go into your workflow and open the notification editor. Here I assume you have the page or the form link. If you append a ?leadsource= followed by the personalization token for original source, it should pre-populate the form.
Let me know if that works.
Best regards!