Automatically create the Company when a form is filled out or meeting booked
SOLVE
We have our Hubspot signup page that collects customer relevant information. When a sign-up happens the information is populating- name province email company name etc.
The issue is I want a company created as well as the contact and them tied together. How can I do this?
There are two ways to approach this. The easiest one would be creating a company record by using company properties in the website form:
This will automatically create and associate a company record with the information captured from the form.
Another option, if you have access to workflows, is to create a contact-based workflow that creates a company-record from contact fields. The action in the right sidebar is called "Create record" and you can populate fields of the newly created company record with contact property values:
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
There are two ways to approach this. The easiest one would be creating a company record by using company properties in the website form:
This will automatically create and associate a company record with the information captured from the form.
Another option, if you have access to workflows, is to create a contact-based workflow that creates a company-record from contact fields. The action in the right sidebar is called "Create record" and you can populate fields of the newly created company record with contact property values:
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer