Ability to build a an internal custom form and add it at the "Company" level

[PPenev_1]

Hi Everyone,

This may seem like an impossible question, but is it possible to build an internal form, or another type of editable piece of content, then add it to the right sidebar at the "Company" level and set-up additional workflows for it?

The business case I'm presented with is the following:

Our Sales Managers would like their Reps to have easy access to an editable Term Sheet document the reps can easily generate right from the Company section in HubSpot, fill it in and after that happens, automatically notify the managers to review and approve it.

I've looked for integrations that might help with that, but so far I've found nothing. My only idea right now is to use a 3rd party workflow automation platform to basically create a new Google Sheets copy of that form with the unique Company ID as a headline, add it to a particular folder in Google Drive, then send an email to the rep to fill it in and once that happens, they need to mark a checkbox within the Google Sheet that I've added. I don't know yet if it's possible to create a workflow step to send an email to the manager once the checkbox is clicked.

Any help would be appreciated and thanks!

[JDeWitt87]

Hi @PPenev_1 !

What you're looking for is exactly what Inside Forms (insideforms.com) was built to do - create internal forms that live in the right sidebar at the Company level with full workflow capabilities.

For your Term Sheet use case, here's how it would work:
Form in the Company sidebar:

• Your custom Term Sheet form appears directly in the Company record's right sidebar
• Reps click to open it without leaving HubSpot
• Form prefills with company information (name, address, etc.)
• Reps fill in the term sheet details (pricing, terms, conditions, etc.)

Automated approval workflow:

• Upon submission, all form data is saved as Company properties
• You can trigger HubSpot workflows based on the form submission and any of the submitted data
• For example: automatically assign tasks to managers, send approval emails, update deal stages, or route to different approvers based on deal value
• Managers can review the submitted data right in HubSpot
• Full audit trail of who created/modified term sheets and when

Major advantages over your Google Sheets workaround:

• No external tools or complex integrations needed
• Everything stays within HubSpot (better security and compliance)
• No manual ID tracking or folder management
• Native HubSpot workflows handle all your automation needs
• All term sheet data becomes reportable Company properties
• Can create separate internal forms/worflows for different term sheet types

You can even use HubSpot's workflow branching logic - for example, if the deal value exceeds a certain threshold, route to senior management for approval instead of the direct manager.

Feel free to check out insideforms.com for a free trial - I'd be happy to show you how to set up your specific term sheet workflow!

[Jnix284 · Accepted solution]

Hi @PPenev_1 while it might be possible to add it to the right sidebar of the company record (I haven't seen this done in the way you're looking for) - it is possible to do so in the middle pane via a custom CRM card.

Here's the developer documentation for CRM cards and a general overview of CRM cards and how to use them.

Our team has created custom CRM cards that have property based check lists (similar to a form) that once filled in can have an approval process by specified users.

Happy to help if you have questions or need further guidance.