How to set up form with multiple form fields for name and phone number?

SOLVE
Maret
Participant | Platinum Partner

Hi all,

 

Happy New Year!

 

I'm trying to create a HubSpot form which captures two people's information, the referring party, as well as the referred party. I want the form to have the following fields:

  • Your first name
  • Your surname
  • Your phone number
  • Your email address
  • Your friend's first name
  • Your friend's surname
  • Your friend's phone number

Could you please review and let me know how I can set up a form like this?

 

Many thanks,

Maret

1 Accepted solution

Accepted Solutions
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner

Hi Maret, 

 

Each form can only have one instance of each property at a time - and can only create or update one contact. 


This means that either your referrer or the referred party's details would have to go in custom properties, while the other uses the native contact properties. It would then be a manual process to do something with these details. 

 

Depending on what you plan to do with the referred contact details, I suggest you be wary about GDPR and obtaining their consent. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies

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2 Replies 2
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner

Hi Maret, 

 

Each form can only have one instance of each property at a time - and can only create or update one contact. 


This means that either your referrer or the referred party's details would have to go in custom properties, while the other uses the native contact properties. It would then be a manual process to do something with these details. 

 

Depending on what you plan to do with the referred contact details, I suggest you be wary about GDPR and obtaining their consent. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post

edjusten
HubSpot Employee

Hi @Maret  

FYI - HubSpot has released its GDPR product roadmap. Find out more here:
https://www.hubspot.com/data-privacy/gdpr/product-readiness

 

Ed Justen


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