Lists, Lead Scoring & Workflows

shaillachand
Member

Customer Recognition Upon Form Fill

SOLVE

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"? 

 

 

1 Accepted solution
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Customer Recognition Upon Form Fill

SOLVE

Hi, 

 

This possible but you need the CRM turned on to do it. 

 

If you enable:

  1. Automatically create and associate companies with contacts
  2. 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.

 

Hope that helps.

Phil Vallender | HubSpot Website Agency

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3 Replies 3
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Customer Recognition Upon Form Fill

SOLVE

Hi, 

 

This possible but you need the CRM turned on to do it. 

 

If you enable:

  1. Automatically create and associate companies with contacts
  2. 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.

 

Hope that helps.

Phil Vallender | HubSpot Website Agency
Anonymous
Not applicable

Customer Recognition Upon Form Fill

SOLVE

Hi,

 

How fast would go that synchronization between new contacts and existing companies ?  Instantly ? 10 seconds ? 1 minute ? More ?

 

Thanks a lot,

0 Upvotes
shaillachand
Member

Customer Recognition Upon Form Fill

SOLVE

Ahh so helpful! We do have that setup, but I wasn't sure if Hubspot would recognize new leads coming in as customers too.

 

Thanks, Phil!

0 Upvotes