Company fields in forms

My company consults with other companies on a B2B basis for training their staff, we build a company profile and an organisational needs analysis (ONA) for those companies to identify their training needs.

 

What I find strange is that we can only create forms with contact property fields and not company fields (Deal fields too). A contact record does not need a "Total company wage bill" property for example, but I'm forced to create one in order to copy the property over to the company record using a workflow. See: https://knowledge.hubspot.com/articles/kcs_article/workflows/choose-your-workflow-actions#copy-a-pro...

 

I'd like the ability to add company fields into a form, to bypass the need to create unnecessary workflows and contact properties. I could see a use for deal fields too as a way to collect order information

 

(I'd be surprised if I was the first person to suggest this idea, but I couldn't find any related posts around the subject. Let me know if this is a duplicate)

 

HubSpot updates
Dec 4, 2019

Hey folks - my name is Ethan and I'm a Product Manager at HubSpot. I totally understand the frustration here. Can you give me some examples of different company and deal fields you would use in Forms? I'm trying to understand the problem better. 

15 Replies
Occasional Contributor

I need this too! I want to be able to collect deal specific information via a Form and have it populate  Deal Properties. Since my customers have multiple deals at one time, each with different values, I can't do this from the Contact Properties.

New Contributor

This is yet another OBVIOUS feature that Hubspot continues to overlook. Hubspot is supposed to automate things and make them simpler but I can't help thinking that I spend more time constantly trying to build workarounds to complete what would be very quick and straightforward tasks if HS was listening to its community and building the obvious features that we all need.

New Contributor

Same issue. How is this not a feature in HS? I have over 20 fields in a form that belong on a Company record and my only option is to create a ton of workflows? No thank you. 

Occasional Contributor

I agree with everyones comments - forms need to be for more than just contacts. This is a lot of extra work. This means I am creating Properties that do not belong to a Contact just so I can make a form that can capture the data we need, then creating workflows that are also not needed to propogate the information around. This should be easy.

Visitor

Também preciso desta opção, além da agilidade no registro não polui tanto o ambiente com a criação de tantos fluxos de trabalho. 

New Contributor

How is this still not created?? I'm hitting such points of frustration right now. 

HubSpot Product Team
HubSpot Product Team

Hey folks - my name is Ethan and I'm a Product Manager at HubSpot. I totally understand the frustration here. Can you give me some examples of different company and deal fields you would use in Forms? I'm trying to understand the problem better. 

Occasional Contributor

Here's my use case:

 

My client is a travel company that sells trips. The same contact may have multiple trips booked, I.e. multiple deals.

 

Each trip is a Deal in HubSpot.


I'd like to be able to send a form to the traveler for their specific information associated with the trip (flights, hotel bedding preferences, etc...) and have this populate in the deal record.  I was able to set up a Booking Details form in TypeForm to do this and then move it back into HubSpot using Automate.io, so that's how I solved it for this use case. But it would be great to have this built in to HubSpot.

 

Myrna

New Contributor

My company is B2B, so we are much more interested in company information as a primary field versus contact information. We want to use some forms internally as well, so if someone fills out a form with company information, it can update company fields or add company entries into HubSpot. We're severely limited and can't use HubSpot to its fullest potential because contact is the primary way you sort in the tool. 

Occasional Contributor

Agree!  Our use case is that we track as customers to fill out a survey in order to get enough information to quote properly.   Essentially, we're quoting something for a company, not to a contact, and if a contact leaves the company, we still want to retain the company's requirements, so it makes most sense to use company properties, not contact properties.  

New Contributor

I completely agree. My company is also B2B and uses a channel model. When a new channel partner wants to join our program, they fill out an application. This application is for the entire company, not a specific contact. The entire company is joining our program, not one person. Right now we have duplicate properties on company and contacts, with a workflow that copies the properties. However, this has already been broken a couple times by well-meaning employees making changes they didn't know would break the workflow. With company forms, this wouldn't be an issue!

 

I'm also on the train for deal specific forms. With this channel program, our partners submit deals to us they are working on to resell our product. It would be great to be able to send them a form that allows them to update us on their deal. Because one contact may be working on multiple deals, sending them a traditional form won't work.

New Contributor

Yes! we are also a B2B company.  I have set up all the address properties as company properties (we aren't interested in the buyer's home address) because we quote the company.  If the buyer changes jobs  all the company communication is WAY more important than the contact commuication.

 

I've also set up work flows to assign both the internal person as well as the outside sales rep based on the company address.  I see now i'll have to set up more work flows for leads from forms to migrate the info from the form to the contact to the company, which will put unnecessary info in the contact record. 

 

Please tell me you are working on this.

Regular Contributor | Partner
Regular Contributor | Partner

My company is a government-funded organization that needs a less labour intensive way to gather company-related information from entrepreneurs who wish to be part of their grant program. Some of the company related fields would be custom properties.  

 

We want to automate/offload the entry of this information to the applicants.  Once the data is entered we will create active lists and/or reports that can be downloaded/exported, or screen captured, for sharing with their board and appropriate government agencies.

 

Because HubSpot doesn't allow for a company or deal records on a form they are forced to gather this information via paper forms from applicants and manually enter all forms each week.  I don't necessarily need a form that incorporates company and contact and deal information as I could create separate forms easily for each type of information and help applicants navigate through them by setting up a multi-step form (different landing page/form for each step which would have either contact or company) and instead of "submit" on the button the text can be next with the action redirecting to the next landing page/form.

Regular Contributor | Platinum Partner
Regular Contributor | Platinum Partner

SAme issue. 

We are a platinum Solution partner. 

Many Clients are B2B.

@ethankopit for example our client signs up recruitment firms in specific niche's if the company filling in a form of theirs is not the right good fit, they dont want to talk to anyone at the company and therefor their first form field is type of recruiter.

 

I do totally get that people fill out forms not companies BUT would be useful and time saving if the occasion company field was mixed in with contact fields on a form.

 

Regards, Glenn

New Contributor

We are another B2B company and not having access to company properties in forms is a huge PITA.

 

Example: Our company sells services to hockey leagues. When a contact fills in the contact form on our website we want to know the name of the league, the umbrella association the league belongs to, the number of teams in the league ... etc. the only information we are interested in from the "contact" is their name, email, ph # and role within the league.

 

@ethankopitare there plans to address this shortcoming?