CRM

chrisbreikss
投稿者 | Diamond Partner
投稿者 | Diamond Partner

Display Contacts in Dropdown Field in A Form

解決

Is it possible to create a list of contacts that could appear in a dropdown field and could be selected. I have a scenario where I want contacts to be able to select themselves in a form and instead of that being a new field with their full name, that it would pull their first and last name from their contact record. There are 100ish that would need to be displayed.

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natsumimori
解決策
コミュニティーマネージャー
コミュニティーマネージャー

Display Contacts in Dropdown Field in A Form

解決

Hi @chrisbreikss , thank you for your post!

 

I want contacts to be able to select themselves in a form

Does this mean you'd want to have a custom property with dropdown select field which has contacts' names as value? I'd assume this will require some API works🤔 

@tjoyce and @JBeatty , do you come up with an idea to achieve this? Any insights would be appreciated!

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tjoyce
解決策
名誉エキスパート | Elite Partner
名誉エキスパート | Elite Partner

Display Contacts in Dropdown Field in A Form

解決

@chrisbreikss - There wouldn't be a native way to do this using the HS tools... Only possible with the API.

Have you explored giving each contact a custom url yet, with the properties in the url that will pre-fill the form fields for you?

http://www.domain.com/marketing-offer?firstname=John&lastname=Smith&email=jsmith@email.com
&favorite_season=Winter%20Season&favorite_fast_food=Burger;Taco&number_property=7
&will_you_come_to_the_party=Maybe&do_you_like_parties=true&date_of_party=2018-10-24

More info about that here https://knowledge.hubspot.com/forms/can-i-auto-populate-form-fields-through-a-query-string

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3件の返信
tjoyce
解決策
名誉エキスパート | Elite Partner
名誉エキスパート | Elite Partner

Display Contacts in Dropdown Field in A Form

解決

@chrisbreikss - There wouldn't be a native way to do this using the HS tools... Only possible with the API.

Have you explored giving each contact a custom url yet, with the properties in the url that will pre-fill the form fields for you?

http://www.domain.com/marketing-offer?firstname=John&lastname=Smith&email=jsmith@email.com
&favorite_season=Winter%20Season&favorite_fast_food=Burger;Taco&number_property=7
&will_you_come_to_the_party=Maybe&do_you_like_parties=true&date_of_party=2018-10-24

More info about that here https://knowledge.hubspot.com/forms/can-i-auto-populate-form-fields-through-a-query-string

natsumimori
コミュニティーマネージャー
コミュニティーマネージャー

Display Contacts in Dropdown Field in A Form

解決

Thank you @tjoyce for your input! Always very helpful😊

0 いいね!
natsumimori
解決策
コミュニティーマネージャー
コミュニティーマネージャー

Display Contacts in Dropdown Field in A Form

解決

Hi @chrisbreikss , thank you for your post!

 

I want contacts to be able to select themselves in a form

Does this mean you'd want to have a custom property with dropdown select field which has contacts' names as value? I'd assume this will require some API works🤔 

@tjoyce and @JBeatty , do you come up with an idea to achieve this? Any insights would be appreciated!