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.
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)
EDIT: Deals and other objects should really be involved in here as well, with the Custom Objects beta coming into play, this is worth discussing too!
Hi team, I have some good news to share here, we now have a new beta of the Forms app that includes the ability to add Company properties to your forms and collect/create company information via your externally embedded, or CMS embedded forms on HubSpot.
If you're interested in trying out this beta please submit your HubSpot Portal IDs here: https://forms.gle/BRW4qetFxshbC6rL9 and we'll add the beta to your portal within 1 business day.
Please note: This beta doesn't currently include the ability to add Deal properties to HubSpot forms, we are evaluating ways to introduce support for Deals in the future.
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.