CRM

LanceHaverkamp
Member

lead form notes into contact notes

SOLVE

Our website leads often want to add additional notes.  How do I add contact notes as a form field?

1 Accepted solution
MFrankJohnson
Solution
Thought Leader

lead form notes into contact notes

SOLVE

Q: Our website leads often want to add additional notes. How do I add contact notes as a form field??

 

Short A: Notes cannot be added via a HubSpot form.

 

Longer A:

You may use the HubSpot default contact property 'Message' instead.

- see HubSpot's default contact properties

 

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

View solution in original post

3 Replies 3
MFrankJohnson
Solution
Thought Leader

lead form notes into contact notes

SOLVE

Q: Our website leads often want to add additional notes. How do I add contact notes as a form field??

 

Short A: Notes cannot be added via a HubSpot form.

 

Longer A:

You may use the HubSpot default contact property 'Message' instead.

- see HubSpot's default contact properties

 

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
LanceHaverkamp
Member

lead form notes into contact notes

SOLVE

Message field works, but not well.   Form messages seem to disappear into the depths of contact info, rather than become part of the conversation that a sales reps looks at.  Messages should appear as recent activity.  

BruceProck
Contributor

lead form notes into contact notes

SOLVE

Interesting! The accepted solution suggested is no solution at all.