Hello! I have built out a website form to capture new potential wholesale leads, but I want to create a report that pulls specific “answers” from that form. What is the best way to do this?
Ideally, it would be something that I can run daily that pulls specific information for the reps in our department.
Hi @ShelbyD,
As far as I know, it’s not possible to create a report on form submissions in HubSpot. You can see form submissions in the Submissions tab of the form itself (Menu > Marketing > Lead capture > Forms > click on form > tab Submissions) and you can have form submissions sent to specific email addresses (tab Options in forms editor). However, it’s not possible to create a report visualizing form submissions. Reports will look at property values, not specific submissions.
As a workaround, you could save new HubSpot form submissions into Google Sheets rows with Zapier: Save new HubSpot form submissions to Google Sheets rows
This sheet could be easily analyzed and sent via email.
I want to highlight that in most scenarios, reporting on the property value is almost identical to reporting on the form submission. If you create a report on specific properties, filtered by “Recent conversion date is today”, it’s unlikely that you’ll get information that was not submitted through a form.
Hope this helps!
Thank you @karstenkoehler! This is all helpful. I will take a look at the workaround you suggested.
While I have you, can I add custom fields to a customer card so that when a form is submitted it adds that information into searchable fields?
My apologies - I just meant contact.
Hi @ShelbyD,
No worries, however I’m still not quite sure what you mean. Are you referring to a contact record?
Best regards
Yes - a Customer Record.
While probably much too late, my work around is to make a list based off of the form submissions… It is frustrating that we have to add extra clutter to our database to create a report based on submissions.
this is not solved! how much are you being paid by Hubspot to post this **bleep**?