HubSpot Ideas

ALequertier

Customer Portal - retrieves contact's email automatically in form

Hello,

 

I'm setting up the customer portal feature to manage our customers' requests.

 

The form to file a new ticket is a good idea but the issue is the user needs to enter an email in order to be able to know which contact/company opened it. It's a bit counter intuitive as the user needs first to log-in to the portal, we should be able to retrieve this information automatically (the "file a new ticket" http request includes the cookie with hubspot membership information), without requesting the user to enter it.

 

Aurelien

2 Replies
ENserat
Member

@ALequertier can you please share if you found any solution for this?

ALequertier
Participant

@ENserat looks like there was a recent update to allow sending forms without an email: https://knowledge.hubspot.com/forms/how-can-i-allow-form-submissions-without-email-addresses-to-crea...

It seems to work well, just remove the email field in the form, contact information will then be grabbed from the user's cookie.