Add a customers form submission to company page on CRM as well as the contact page.
SOLVE
Hello,
I was just wondering if you can help...
We had an enquiry from our website and it pulled through to Hubspot - it created the company profile and the contact profile. I noticed this morning so checked out the company page but couldn't see any activity and then I went on the contact profile and I could see the activity and see that they had filled in the form on the website etc. Is there any way that I couldn't have seen that the contact had filled in the form by going on the company profile rather than the contact profile? - in the future, we might want to quickly see all the activity under the company profile for all the contact rather than going into all the contact profiles individually.
Is there any way to see all activity in the company profile for all the different contacts? - eg: we might have several contacts under one company off whom we have sent emails, calls, they have filled in forms etc. Does this information always show under the contact profile and not the company profile?
Basically, when someone submits a form on our website, I want it to come up in Hubspot on the company page as well as the contact page.
This is not possible at this stage within HubSpot, I'd recommend upvoting this Idea in our Ideas Forum regarding this. You can also subscribe to the idea (Options > Subscribe) to get notified if the status changes.
For activities like emails, meetings, tasks, etc they should be associated automatically to the associated company record.
This is not possible at this stage within HubSpot, I'd recommend upvoting this Idea in our Ideas Forum regarding this. You can also subscribe to the idea (Options > Subscribe) to get notified if the status changes.
For activities like emails, meetings, tasks, etc they should be associated automatically to the associated company record.