My company does Private Jet charters and my team is trying to build out an onboarding process for our current customers to designate people who would be authorized to make bookings on their account or who would be authorized passengers or guests of theirs. Ideally this would be done with a form. We are debating the use of contact association with this, or possble a custom object to store this information, because it could be minor children or people who we don’t really need to keep as a contact record in our CRM. We just need their name and some basic information to ID them.
Another problem we are going to have is that our clients may have to designate more than one person on the form like this, but I’m not sure if this is possible to collect multiple people on a single form and be able to replicate it without using multiple forms.
I.e. a parent has 3 passengers to enter, a significant other and 2 kids. They fill this out on a single form and list the 3 people and their information one after the next. How do we efficiently collect and store this information? Are we limited to collecting one “person” record per form??
Hi @Stacks42.,
A form can’t directly create multiple contacts but you can capture information about additional contacts on the record of the contact who is submitting the form - then use the ‘Create record’ workflow action to populate additional contacts with that info: https://community.hubspot.com/t5/CRM/How-to-create-multiple-new-contacts-from-a-form-submission/m-p/740858
HubSpot forms are definitely not made for this, however, and this will fail the moment HubSpot tries to create a contact that already exists. But: If you’re thinking along the lines of a custom object, you could simply use the ‘Create record’ workflow action to create custom object records.
Best regards