Loading data from contact object based on fields

Marketing & Content Lead Capture Tools
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1

Hi there,

I know there’s a way to pre-fill forms if the user has previously visited the site. I’m wondering if there’s a way to fill out the form based on other parts of the contact model.

For example, if I have a field for contact_ID and fill it out, is there a way to fetch information from the CRM based on that?

What I was thinking was something like this using the form logic:

Step one: Have the user fill out a form with their contact_ID

Step two: on submit, if the contact_ID matches a contact field, redirect to a new Hubspot form

Step three: Hubspot form URL is https://share.hsforms.com/example-form ?field={{information retrieved from contact field}}

Is anything like that possible, or do we need to rely on the user having visited the site previously/still being on the same device they last used to access the site before?

2

Hi @BGreenspg,

If these contacts arrive on the page through an email, yes, this is possible. I explained this before here: https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/pre-filled-forms/m-p/815415

Best regards!