I’m doing a bit of research but can’t quite find anything that is suitable, so I’m here for recommendations.
Currently I use a Google Forms template for our sales team to complete when they have an order that needs to be placed.
I then receive this and have to key it manually in to our stock system etc, but would also need to log it manually in to Hubspot against a company (and contact if needed).
Are there any forms/programs that are mobile friendly, and when completed will log against the company/contact in Hubspot? I would also like it to notify a particular email address if popular.
Something that syncs in live time with a search for companies would be ideal.
You can use a HubSpot form to have this information pushed to HubSpot.
If the person submitting the form is not the contact the information relates to, ask them to enter the contact’s email address. HubSpot uses the submitted email address to associate the submission with the correct contact record; if no matching contact exists, the form settings determine whether HubSpot creates a new contact. To avoid associating the submission with the submitter’s browser activity, review the form’s cookie-tracking and contact-creation settings.