CRM

hubsp
Contributor

Customize create contact/company form

SOLVE

How can I customize the create contact and company forms so that depending on what the user selected in a dropdown input it will show or hide the next set of inputs.

 

For example:

If I have a dropdown with the question

"Does the contact like candy?"

 

If "Yes" is selected show an input field with the question

"What kind of candy?"

 

If "No" is selected then hide the next input field

 

Is it possible?

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Customize create contact/company form

SOLVE

Hello @hubsp,

 

This feature is currently not available in HubSpot, however, field dependencies for creating contact records have been requested as a HubSpot Idea here. The post has received close to 300 upvotes and HubSpot is currently reviewing the suggestion (as of April). I'd recommend upvoting the idea and posting your use case!

 

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.

View solution in original post

2 Replies 2
DigitalWoods
Participant

Customize create contact/company form

SOLVE

Hello @hubsp ,

 

Though this can't be done in HubSpot, you can easily set this up with a 3rd party software - QuestionPro. Here's an example - https://multi-level-form.questionpro.com

 

QuestionPro seamlessly integrates with HubSpot, so all the collected data can be automatically fed into the HubSpot CRM.

 

Hope this helps!

 

Feel free to reach out to me directly for any assistance.

 

Thanks,

Saurav

saurav@digitalwoods.net

PS: Please tag this as 'solution' if it worked for you.

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Customize create contact/company form

SOLVE

Hello @hubsp,

 

This feature is currently not available in HubSpot, however, field dependencies for creating contact records have been requested as a HubSpot Idea here. The post has received close to 300 upvotes and HubSpot is currently reviewing the suggestion (as of April). I'd recommend upvoting the idea and posting your use case!

 

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.