One universal form - or many?SOLVE
Jul 23, 2020 11:47 AM
So I'm just now setting up my HubSpot forms and - while I've used HS before - I'm rethinking setup because of my experience using Marketo in the past. When I used Marketo, we set it up so that we had one form and then, using utm parameters, you could assign the lead source and appropriate SFDC campaign. It made it much easier not having to create multiple forms... and ensured sales reps were getting a fair rotation of inbound leads. Would there be a way to set this up in HS using "original source" or possibly smart form logic (referral). OR... could I have multiple forms, assign the SFDC campaign and lead sources individually and then use a follow-up Universal WF to route the inbound leads fairly?
Solved! Go to Solution.
Jul 24, 2020 10:22 AM
You shouldn't have an issue with re-enrolling from a form submission. Here is HS's Knowledge Base Article on re-enrollment.
Also, in terms of re-enrolling, consider why/if you would change the rep if the contact already has one assigned. That might help you decide about re-enrollment anyway.
You could also have a completely separate process for contacts that submit a form that already have one assigned (maybe a heads up notification vs assignment or something to notify whoever is in charge of the SLA with sales/marketing. If they are re-converting there is likely a higher opportunity level there and should be treated as such.
Happy to take a look at your workflow re-enrollment issue you're having if you'd like.