CMS Development

hermitcrabs
Member | Partner
Member | Partner

HubSpot form data should not be stored in CRM but submitted info should email of relevant people.

Hi 

 

I have a unique use case for the form in the page below based on the 4 options they choose. 

 

https://www.probegroup.com.au/contact/

 

Option1: this i sorted 

I want to talk to Probe about a BPO solution

Straight to Hubspot --> Contact Created --> Hubspot notification to Mark Spencer, Allie Cox and Jarrod Kagan

 

Option2

I want to contact someone about a collections matter 

Form details need be forwarded to administration@domain.com no Hubspot contact should be created or Hubspot notification is needed. 

 

Option3

I want to grab a job

Form forwarded to careers@domain.com no Hubspot contact created or Hubspot notification

 

Option4 

I've got a general Enquiry

Form forwarded to administration@domain.com no Hubspot contact created or Hubspot notification

0 Upvotes
1 Reply 1
MFrankJohnson
Thought Leader

HubSpot form data should not be stored in CRM but submitted info should email of relevant people.

Thought we saw something like this in the old developers forum, but can't find it now.


Vaguely remember them using some sort of custom form pre-processing where they...
-1- Captured the form info on the page.
-2- Determined which options were selected (using .js).
-3- Only posted to the HubSpot forms API for the appropriate options.


Essentially, a custom form with pre-processing.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
0 Upvotes