CRM

McBainKD
Contributor

Updating Company properties from form submission?

SOLVE

Hey all,

 

I'm trying to leverage the Companies section of the platform to use for our Enterprise accounts, and one thing I'd love to do is have a way to tie form submissions to update Company properties when we have our Sales team submit qualification forms for their prospects.

 

Essentially the workflow would be:

 

1. Sales member does discovery and collects enough data to be able to submit the form.

2. They submit the form.

3. The Company properties update accordingly and automations occur based on the properties updated.

 

My issue is that right now whenever I create a new form submission, it creates a NEW record and doesn't update the existing Company. I realize that it looks like the only unique identifying property for Companies is the "Company Domain" field, but is there a way to have a form submission update properties otherwise?

 

Pulling my hair out trying to think of a solution!

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1 Accepted solution
EmmaAtKiwi
Solution
Top Contributor | Platinum Partner
Top Contributor | Platinum Partner

Updating Company properties from form submission?

SOLVE

Hi @McBainKD! So forms are typically submitted by contacts, not internal team members, so you may end up running into a cookie issue where HubSpot is trying to be helpful and auto-populate certain info for you since it recognizes your device.

 

If you have Sales Hub Pro or Enterprise, you can use the Playbooks feature to achieve your goal without your team submitting a traditional form (note, there are limitations in Pro, and both tiers require users to have a Paid Sales Seat to really party):

Screen Shot 2024-01-08 at 8.20.38 PM.png

 

You can certainly continue using forms as a workaround if you don't have Sales Hub, but you need a unique identifying field in order to associate new submissions with an existing company. One way is to enter the Company Domain Name, as you mentioned. Another, if you're toggled on the option to create and associate companies based on a contacts email address, is to add Email to your form, and enter the address of the contact associated with the target company. 

 


Emma Washington

HubSpot Director @ Kiwi Creative


3x Accredited HubSpot Platinum Partner

HubSpot Certified Trainer
Leader of B2B Technology (USA) HubSpot User Group


Join our HubSpot Community Group for B2B Technology

View solution in original post

2 Replies 2
EmmaAtKiwi
Solution
Top Contributor | Platinum Partner
Top Contributor | Platinum Partner

Updating Company properties from form submission?

SOLVE

Hi @McBainKD! So forms are typically submitted by contacts, not internal team members, so you may end up running into a cookie issue where HubSpot is trying to be helpful and auto-populate certain info for you since it recognizes your device.

 

If you have Sales Hub Pro or Enterprise, you can use the Playbooks feature to achieve your goal without your team submitting a traditional form (note, there are limitations in Pro, and both tiers require users to have a Paid Sales Seat to really party):

Screen Shot 2024-01-08 at 8.20.38 PM.png

 

You can certainly continue using forms as a workaround if you don't have Sales Hub, but you need a unique identifying field in order to associate new submissions with an existing company. One way is to enter the Company Domain Name, as you mentioned. Another, if you're toggled on the option to create and associate companies based on a contacts email address, is to add Email to your form, and enter the address of the contact associated with the target company. 

 


Emma Washington

HubSpot Director @ Kiwi Creative


3x Accredited HubSpot Platinum Partner

HubSpot Certified Trainer
Leader of B2B Technology (USA) HubSpot User Group


Join our HubSpot Community Group for B2B Technology
McBainKD
Contributor

Updating Company properties from form submission?

SOLVE
Hey Emma, thank you for this.

My understanding with the limitations of Playbooks for Pro (which is what
we have) is that you can't record their answers as fields in HubSpot.

Is that still the case?
0 Upvotes