Goal: be able to pass information through URL parameters for forms to catch it, when no other connexion exist between records that need to remain related/be updated.
Value: Less dependability on integrations, better ability to keep information related to specific records
Examples: regular HTML forms
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I would need to be able to pass information from a page to a form using URL parameters, and then catch that information in a hidden form field.
For example, to be able to link a specific form submission to a specific record, I need an exact record ID. If I could pass that ID in the URL from the previous page and have it in the form, I could then use a workflow to do all the necessary data manipulation.
An exact example would be something like:
Click on a button (with dynamic URL containing deal ID)
Sends to mywebsite.com/formABC?dealID=12345678
"dealID" is automatically inserted into hidden form field "dealID"
"dealID" is then saved to the new contact that filled the form, and we're now able to associate the form's information to the proper deal.
There are multiple challenges here, but the biggest ones are the following:
The person filling the form is likely not the same as the person already associated to the record (i.e.: a deal / a quote). Therefore I cannot rely on the email address (and not even the email address' domain name)
The company of the person filling the form might not even be the same as the person associated to the record. Therefore I cannot rely on that neither.
There could be multiple deals/quotes associated to one or both of my involved contacts, and I need to associate the form's information to one specific deal/quote record.
I do not know if this doesn't exist because of security issues or other reasons, but I know it is something we can otherwise do with non-HubSpot HTML forms in general.
Update: It is possible to transfer a value through the URL if you use a URL parameter that has the same name as the form field/property's internal name.
Just wondering if you had success with capturing UTM parameter for the hidden fields? Can you help to elaborate a little more how you can actually do this? Thank you
@MichelleNguyen yes it is possible if in your URL you add a parameter that has the same name as the internal name of a property used in your form.
For example, if your field "First name"'s internal name is "firstname", then use exactly that as a parameter in the URL. Ex.: mywebsite.com/page?firstname=Peter
If you want to pre-fill multiple fields, add multiple parameters, like: mywebsite.com/page?firstname=peter&lastname=parker&country=USA
I've tested this with the classic form builder. I haven't validated if it still works with the new form builder (I would assume it should still work).
@SamStAmour Thank you for your response. I'm still so blurred here as to how we can capture the utm parametter to the hidden field. For example, I have a UTM link to the landing page containing the form like this utm_source=linkedin&utm_medium=social&utm_campaign=msp-webinar-&utm_content=ep8
Is there a way I can capture all the below portions of the utm into hidden fields in the form?
utm_source=linkedin
utm_medium=social
utm_campaign=msp-webinar
utm_content=ep8
From your example, should I create that form with hidden fields with internal names like
utm_source
utm_medium
utm_campaign
utm_content
And then when a contact submit the form, those parametters such as linkedin, social, msp-webinar, ep8 will be captured into those hidden fields?
Really appreciate if you can help to enlighten. Thank you
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