Smart Contact Creation

HubSpot Ideas

Status: Idea Submitted

1

Steps to Reproduce: Contacts>Contacts>Create Contact

Request: After general information (Email, First Name, Last Name, Phone Number, Address, etc) add functionality to add a question or questions. The next field types to be filled in would be based on the answers to the question or questions. For example, Would you like a quote question with Yes or No drop down. If Yes, What device are you interested in with device list drop down. If No, Go to next question.

2

I love this idea. Another example after collecting general information would be:

What type of contact is this?

A. Business B. Consumer

The the remaining data collection could be customized based on the A or B answer. It would make training team members easier, because you wouldn’t have to teach them to ignore portions of the Create Contact.