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KPlunkett1
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Creating account update capture form

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Hi all, how can I create an internal form, its for sales team to provide updates to management. 

Must i use some version of a lead form to do this? 

 

Thanks

 

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karstenkoehler
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Membro do Hall da Fama | Parceiro

Creating account update capture form

resolver

Hi @KPlunkett1,

 

This is a bit of an unusual use case. Could you specify what exactly the updates are about?

 

Generally, yes, you could create a form for this: https://knowledge.hubspot.com/forms/create-forms – keep in mind that these forms are meant to be used by external contacts. Depending on what you're planning on doing exactly, there might be better ways of achieving it.

 

In the Options tab, you can specify who should be notified about new form submissions.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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danmoyle
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Participante de valor | Parceiro Elite

Creating account update capture form

resolver

@KPlunkett1 in addition to @karstenkoehler's advice, I'd look into HubSpot Playbooks if you're wanting to give management updates. This could help your team make updates much like a form. 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
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https://impulsecreative.com/
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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Creating account update capture form

resolver

Hi @KPlunkett1,

 

This is a bit of an unusual use case. Could you specify what exactly the updates are about?

 

Generally, yes, you could create a form for this: https://knowledge.hubspot.com/forms/create-forms – keep in mind that these forms are meant to be used by external contacts. Depending on what you're planning on doing exactly, there might be better ways of achieving it.

 

In the Options tab, you can specify who should be notified about new form submissions.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.