Order Form Creation

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

Hi

I have a list of products that I would like to create a simple form for my customers to enter simple data such as Name, company name, email, reference then use the list of products saved on hubspot to be able to be added to a couple of lines.

Any recomendations gratefully recieved

2

Hey @MPeddle,
I am not fully sure to understand your need here.
If you want to create a form so your contacts can pay a product directly, I would recommend to use a payment form to do so (step by step help page here).
If you want to create a form so your contacts can select product, I would recommend to:

  • Create a contact a multiple checkboxes property with your different products
  • Add this property to your regular contact form (so your contacts can select the different products)
  • Use a workflow to automate the deal creation with the right products (based on the selected products)

Let me know if this makes sense and if this answers your needs.
If it does, feel free to mark it as a solution.
Léo Juvin,
HubSpot Expert
LinkedIn | Schedule a meeting (to solve your problem and maybe other questions as well)!