CRM

KFox0
Member

Custom Objects

SOLVE

Hi,

 

I'm looking to create a custom object for programmes we run.

I would like to know if the following is possible:

 

*When a hubspot reg form is completed, each contact is associated to a particular programme. Ie I create Programme A & the form associates contacts to it once submitted.

*Ability to mark each contact as registered, attended or rejected

*Create contact lists from the above contacts depending on label

 

 

Many thanks!

Kevin 

 

1 Accepted solution
Lucila-Andimol
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Custom Objects

SOLVE

HI @KFox0 

coming up with the answers:

*When a hubspot reg form is completed, each contact is associated to a particular programme. Ie I create Programme A & the form associates contacts to it once submitted. > Yes, when you start using Business units, you create forms for each BU, so when contacts complete that form, the contact is created and automatically assigned with the BU.

*Ability to mark each contact as registered, attended or rejected >Yes, this could be created as a custom property. And with business units, you get to create custom properties independently for each BU.

*Create contact lists from the above contacts depending on label > Yes, Business units (once created) operates as a custom property , so you get to create lists with Business units filters/segmentation.

 

Theres a lot of things that you get to configure when you start using Business Units, if you need help setting up your business units in your HubSpot portal let me know, you can book some coaching sessions with be and everything running smoothly  🙂.

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23
Certified Trainer (12+ years)

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1 Reply 1
Lucila-Andimol
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Custom Objects

SOLVE

HI @KFox0 

coming up with the answers:

*When a hubspot reg form is completed, each contact is associated to a particular programme. Ie I create Programme A & the form associates contacts to it once submitted. > Yes, when you start using Business units, you create forms for each BU, so when contacts complete that form, the contact is created and automatically assigned with the BU.

*Ability to mark each contact as registered, attended or rejected >Yes, this could be created as a custom property. And with business units, you get to create custom properties independently for each BU.

*Create contact lists from the above contacts depending on label > Yes, Business units (once created) operates as a custom property , so you get to create lists with Business units filters/segmentation.

 

Theres a lot of things that you get to configure when you start using Business Units, if you need help setting up your business units in your HubSpot portal let me know, you can book some coaching sessions with be and everything running smoothly  🙂.

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23
Certified Trainer (12+ years)

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

0 Upvotes