Hubspot holds our lead generation as well as our active members and exmembers. When a member has notified us that they will be leaving, we want to track the departure process on their Hubspot accounts without making the member do anything. So…
I’m hoping to create a form for our staff to fill out on behalf of members, so that the details inputted on the form show up in the contact profile of the individual or on the company profile of the member. From what I can tell, the form functionality is primarily used for collecting data from leads, not to collect data about existing members.
I’d like our staff to be able to fill out the fields and it send that form submission to our finance team to issue security deposits back. It also then shows up on the contact’s profile indicating the form was submitted. Is there a different way I should try to accomplish this? Right now it shows up as if the member/contact filled out the form because their details are included in the submission. That’s not what I want.
