Fork in the road to display a specific form

[MNold21]

We're expanding our business and need to direct leads to the right teams. Currently, we use a single form for both "Contact Us" and "Brochure Downloads." With our new offerings, we need to present a single question that lets users choose between two business areas, 'A' and 'B.'

Once they make a selection, the correct "Contact Us" or "Brochure Download" form will appear. This approach is necessary because our current API is set up to send leads from specific forms to specific partners. Re-architecting our backend for a single form with dynamic fields is not an option right now.

I need a simple, out-of-the-box HubSpot solution to make this happen on a single webpage and I'm looking for advice on the best way to do it.

[karstenkoehler]

Hi @MNold21,

If this needs to happen on one page, have you considered conditional logic? https://knowledge.hubspot.com/forms/create-and-edit-forms#add-conditional-logic-to-forms-content-hub...

Best regards

[MNold21]

Thing is that the form itself is set up to go through a particular workflow and is connected to a specific API that goes to a specific partner. The new product line will be going through a different API to a different partner. the coniditionional logic from my understanding doesn't give you the change to offer up competley different forms based on response, right? There are a few other reasons why we are keeping them differnt forms, but the API workflow is the major reason. 

[karstenkoehler]

@MNold21 what do you mean by completely different form?

You can ask different questions based on an initial selection.

If you want two actually separate forms on the same page, then you would have to code the website accordingly, in a way that via cards, tabs, tiles or similar an initial choice is made which then shows one of two forms.

[MNold21]

The forms are built completely separately. Since the new product line is confidential, I'll use generic examples.

BOFU Form – Motorcycles

BOFU Form – Cars

Both forms contain essentially the same fields, but there's a key challenge with the "vehicle of interest" dropdown field. Ideally, I'd want only motorcycle models to appear in the dropdown for the motorcycle BOFU form, and only car models for the car BOFU form. However, I haven't found a way to make a single form dynamically filter dropdown options based on previous answers - it always displays all available options for that field.

We need to maintain the unified "vehicle of interest" field in HubSpot (rather than splitting it into separate "motorcycle of interest" and "car of interest" fields) because our existing reports and analytics depend on this consolidated field structure.

The dynamic filtering I'd need would work like this: if someone indicates interest in motorcycles, the "vehicle of interest" dropdown would show only motorcycle models; if they're interested in cars, it would show only car models. Unfortunately, this conditional dropdown functionality doesn't appear to be available in HubSpot forms.

Additionally, we maintain separate forms because each connects to different APIs - the motorcycle BOFU form sends leads to our motorcycle partner, while the car BOFU form routes leads to our car partner. Hope this makes sense

[karstenkoehler · Accepted solution]

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@MNold21 wrote:

However, I haven't found a way to make a single form dynamically filter dropdown options based on previous answers - it always displays all available options for that field.

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This is not possible. Conditional options can be set up in the CRM UI, but not for website forms. What you're looking for does currently simply not exist.

Other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Properties-Conditional-options-for-forms/idi-p/938988

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I'd recommend commenting and upvoting.

You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I'd appreciate it, too.

For now, you have two use two separate properties – or build two separate forms which allows you to hide options in each form.

Two separate properties could be rejoined using a workflow and the 'Edit record' workflow action.

Alternatively, see my previous reply, use website elements (cards, tabs, tiles etc) to guide visitors to the right one out of two forms.