La fonction de suggestion automatique permet d'affiner rapidement votre recherche en suggérant des correspondances possibles au fur et à mesure de la frappe.
When onboarding new clients, our company uses a HubSpot form to collect things like company name, company brand guidelines, ideal meeting times, and other items to help us set up our marketing engagement.
We would like to include a field for the person filling out the field (typically the primary decision maker within the company) to list any additional contacts at the company that
a) should be included on logistical communications (billing, etc) and
b) need to have a say in signing off on marketing materials
As of right now, these fields are free-text fields and we have to manually create contacts from form submissions. It would be great if the person filling out the form could list all other names and email addresses and check boxes next to the communication lines the additional contacts need to be a part of. Ideally, these contacts would get created and automatically tied to the company upon submission.
We have a Booking Form that we'd like to move to HubSpot. We book vacations. We need one Contact to be able to fill a form, tell us how many Adults and Children, then give us First, Last, Email (if present) and DOB for each passenger. I've created a Custom Object called Guests that we use to house data for contacts with no email (like children). I would like to direct the form to collect information about each traveler and create a guest record for each one and then associate them together (Guest to Guest association, with a label). That way when the Deal (which represents a booking) is created I can associate that whole group of guests to it.
Would also really benefit from this functionality - but also need the new contact to be added to a list or be able to send an email to them. Am testing @HubLove 's workflow but not sure yet whether I'll be able to do the next steps after creating them as a contact as I'm unsure how to identify them in a new workflow! Any ideas? Thanks!
We need this! We regularly have people registering for events via a form, and sometimes they have mutiple registrants at once. If we could create all of the contacts at once, it would save so much time for our admin team.
Pour ajouter un commentaire ici, vous devez être inscrit. Si vous êtes déjà inscrit, connectez-vous. Dans le cas contraire, inscrivez-vous puis connectez-vous.
