Is there a way to set Hubspot forms to recognize when a current customer is filling out a form?
Ex: Our forms are defaulted to set Lifecycle stage to "lead". Can the form recognize an email domain from an existing customer and then set that lifecycle stage to "customer"?
This possible but you need the CRM turned on to do it.
If you enable:
Automatically create and associate companies with contacts
Lifecycle stage sync
in the companies settings in the CRM, when any new contact submits an email address with a domain matching that of a known customer account, they will automatically be assigned to the account and their lifecycle set to match.
This possible but you need the CRM turned on to do it.
If you enable:
Automatically create and associate companies with contacts
Lifecycle stage sync
in the companies settings in the CRM, when any new contact submits an email address with a domain matching that of a known customer account, they will automatically be assigned to the account and their lifecycle set to match.