HubSpot Ideas

DKahlon

Enable Multi-Contact Creation in HubSpot Forms

In the future, it would be incredibly helpful if HubSpot forms could allow users to create multiple contacts from a single form submission.

Use Case Example:
Imagine a scenario where a customer is filling out a form on behalf of someone else, or needs to provide information for multiple stakeholders, such as their manager, billing contact, company owner, or other relevant parties.

Proposed Solution:

  • Add a “+” or “Add Contact” button to the form, allowing users to dynamically add more contact fields as needed.

  • When clicked, a pop-up or conditional section appears where the user can enter the details for the additional contact (name, email, role, etc.).

  • All submitted contact details are processed and create separate contact records in HubSpot, linked to the original submission.

Benefits:

  • Streamlines data collection for group registrations, event sign-ups, or any scenario involving multiple stakeholders.

  • Reduces friction for customers who need to provide information for more than one person.

  • Improves data accuracy by capturing all necessary details in one go.

Example Workflow:

  1. User fills in their own details.

  2. Clicks “Add Contact” to include their manager’s information.

  3. Optionally adds more contacts (billing, owner, etc.) as needed.

  4. Form submission creates all relevant contact records in HubSpot.

3 Replies
Daxchemist
Contributor | Elite Partner

Hey @DKahlon , great idea! We've had to solve this for event management with people that need to register others besides themselves for an event. 

One of the CMS modules we install with our app event•hapily is a Multi-Registration Form module that allows the user to pick another form (or could be the same form) for subsequent Contacts that need to be registered.

 

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An additional feature that would be great to have natively is the ability to control how many other can be submitted. This is something we do with a setting within the module.

 

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Behind the scenes, we're dynamically submitting multiple forms in one action, but this indeed would be a great feature to have natively!

 

 

Jigar_Thakker
Recognized Expert | Diamond Partner

Thanks for sharing this thoughtful suggestion, this is a great use case!


Oakes
Member

This is an interesting idea and regularly-surfaced use case.

 

My concern is always how to legally manage data and opt-in in this scenario.

 

If someone can enter another person's email on a form—what is legal framework (in whichever country matters) where the form submitter provides details. There is no framework for someone opting someone else into our marketing email, SMS, etc. So except in the case of transactional messages where we can prove business relationship there wouldn't be a way/reason to use that data for external comms.

 

Sure, someone can fill out a form "pretending" to be someone else, but if they check the "i agree" box, the current legal frameworks apply as 1st-party relationships.

 

That is not the case with "on-behalf" submissions. They would require MASSIVE workarounds and protections to prevent accidental violations of those "2nd-party" contacts.