My organization has asked me to create some type of Risk Assessment Form that our HubSpot user(s) fill out bi-monthly.
I can only think to create a Hubspot Form that users fill out as a result of the HubSpot Contact.
Can anybody else think of another option?
Hey @Josh_Berman_8 - thanks for posting in the Community!
Can you please expand more on the long-term goal of this form? I’m wondering what you mean when you say that users will fill out this form as a result of the HubSpot Contact.
Looking forward to getting you some guidance!
Shane, Senior Community Moderator
Hi @Josh_Berman_8,
How exactly should the risk assessment be stored? It sounds like the risk assessment might be company-based - in which case you could simply create the fields of the assessment on the company object and then use these properties on the company record.
Thanks to a recent product update, form submissions can also show in the activity timeline of the company record, not only contact.
Alternatively, custom object properties can also be used in forms - meaning that you could create a risk assessment custom object and populate it via form submission. https://community.hubspot.com/t5/Releases-and-Updates/Now-Live-Custom-Objects-Properties-available-in-Forms/ba-p/540359
Best regards