CRM

TristanJames
Member

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.

 

Appreciate your help on this.

 

Thanks, Tristan

0 Upvotes
1 Accepted solution
TiphaineCuisset
Solution
Community Manager
Community Manager

Add a customers form submission to company page on CRM as well as the contact page.

SOLVE

Hi @TristanJames 

 

Thank you for reaching out. 

 

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. 

 

Hope that helps.
Have a lovely day,
Tiphaine.


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0 Upvotes
TiphaineCuisset
Solution
Community Manager
Community Manager

Add a customers form submission to company page on CRM as well as the contact page.

SOLVE

Hi @TristanJames 

 

Thank you for reaching out. 

 

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. 

 

Hope that helps.
Have a lovely day,
Tiphaine.


Saviez vous que la Communauté est disponible en français?
Rejoignez les discussions francophones en changeant votre langue dans les paramètres !

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


0 Upvotes