GDPR

Maret
参加者 | Platinum Partner
参加者 | Platinum Partner

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

解決

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件の承認済みベストアンサー
Phil_Vallender
解決策
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

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

解決

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 | HubSpot Website Agency

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2件の返信
edjusten
HubSpot Employee
HubSpot Employee

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

解決

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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Phil_Vallender
解決策
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

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

解決

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 | HubSpot Website Agency