CRM

JTorres17
Member

Tracking the Number of Forms Submitted over a Period of Time

SOLVE

I'm currently building a list to understand how many contacts are submitting forms over 5 times - what I'm curious about is there a way to refine my filters so that I track specifically contacts that have filled out 5 or more forms within a specific period of time like 3 months? 

 

Screenshot attached for reference but I don't see the option to refine the filter "Number of Form Submissions" for a specific time range. 

 

Screenshot 2025-03-17 at 11.28.56 AM.png

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

Tracking the Number of Forms Submitted over a Period of Time

SOLVE

Hi @JTorres17,

 

As far as I know, this is currently not possible out of the box – regular list filters don't offer an option to narrow down the number of form submissions by date range.

 

At the moment, you would have to look into one of these approaches to achieve this:

  • Create a form submission custom object and use a workflow to generate a record for each submission, allowing you to create calculation properties which return the number of submission made in a certain date range
  • Work with the HubSpot API
  • Look into third-party integrations which leverage the HubSpot API (I'm not aware of any off the top of my head)
  • Create a lead score that scores contacts by submission (e.g. 20 points per submission), then decays by 100% after 3 months

 

So the short answer would unfortunately be that you're not missing any filters, this does indeed not exist.

 

HubSpot has already announced that they're working on a form submission data source for the custom report builder which would also help with answering your question, but it's not released yet.

 

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.

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

Tracking the Number of Forms Submitted over a Period of Time

SOLVE

Hi @JTorres17,

 

As far as I know, this is currently not possible out of the box – regular list filters don't offer an option to narrow down the number of form submissions by date range.

 

At the moment, you would have to look into one of these approaches to achieve this:

  • Create a form submission custom object and use a workflow to generate a record for each submission, allowing you to create calculation properties which return the number of submission made in a certain date range
  • Work with the HubSpot API
  • Look into third-party integrations which leverage the HubSpot API (I'm not aware of any off the top of my head)
  • Create a lead score that scores contacts by submission (e.g. 20 points per submission), then decays by 100% after 3 months

 

So the short answer would unfortunately be that you're not missing any filters, this does indeed not exist.

 

HubSpot has already announced that they're working on a form submission data source for the custom report builder which would also help with answering your question, but it's not released yet.

 

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.