Feb 23, 2022 7:51 PM
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?
Solved! Go to Solution.
Feb 24, 2022 12:57 AM
Hi @SCusack4,
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 |
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Feb 24, 2022 12:57 AM
Hi @SCusack4,
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 |
![]() | Did my post help answer your query? Help the community by marking it as a solution. |
Feb 23, 2022 8:09 PM
This would be for free email gmail hotmail outlook. I collect the company name so I want the company created and tied to that contact.
THank You