It would be great to have internal forms as an option. Our team is in need of a streamlined approach to tracking quotes. Ideally it would be great to have an internal web form that we fill out and then a workflow creating a record within deals. Since all HubSpot forms are external each time a team member fills out the form and the workflow kicks in the record is always created with the Company and Contact being the submitter's info rather than the company and contact info that should be associated with the actual quote.
we are currently getting around this by using an external form and using the email as a unique identifier to associate it with the contact, but a pre-associated internal form would be much better.
We're embedding a Form in the quote and using the submission of that form to kick off workflows, but the issue is the Form has no context of the Quote or Deal it's embedded in.
I have a Workflow that matches the email submitted on the Form to Contacts linked to Deals in specific stages (eg Contract Sent) allowing for automation in most cases, but if they enter an email that's not used by a Contact linked to a Deal there's manual intervention needed to link it to a Deal for the Workflows to continue.
Would love this to provide HubSpot users a way to easily update fields based on a certain part of their workflow (versus having to go into "View all properties" and update each one individually).
Our use case is that 50+ Zendesk agents are sometimes required to create deals/tickets for Hubspot on the customers behalf and don't want to keep multiple CRM's open when hubspot is seldom used. We have built forms into zendesk so the Zendesk agents can quickly add the information for the deal/ticket and add the customers email as the unique identifier to link everything up. These form submissions then enroll the contact into a workflow where the deal/ticket is made for the relevant team. This makes sending over leads/tasks much faster than email, slack etc where manual involvement is required. It's rare new contacts are made for us and the companies are all existing (99%+ of the time) so we're simply creating deal/tickets for existing contacts & companies.
Making forms have an internal option would give us the peace of mind that customers can't see it BUT it may be fine as it is (being public) if it's quite difficult for the public to randomly stumble across our "internal" (but not actually internal) forms on the web?.. we don't have much to hide from the current wording etc.
For ease of use, we have our entry level employees go to a HubSpot landing page and complete a form for call in leads. We are noticing that the IP address is holding for those contacts and now any activity those employees take is showing up on the phone lead. This is skewing our data. We need a way to omit those internal lead intake forms from the newly created contact activity in HubSpot.
We have some internal processes/requests that would best be completed through a form. I understand the forms are primarily for lead gen, but there are enough use cases outside of that where internal forms should be an option.
For example, we have an internal escalation form that creates a ticket in a separate pipeline. This ticket has required properties that are not required in other tickets, so the "Create a ticket" view is useless.
I'd love to see these forms on the right hand sidebar like playbooks that can be brought up right in a contact card or ticket and have the form autofill in information (like if you're in a contact card or in a ticket with an associated contact, the form creates a ticket that is already associated with that contact without needing to verify w/ email or manually search).
I can think of lots of applications but at the moment I'd like a way for our customer success team to be able to log more nuanced data around success metrics.
This is a big area as we use service tickets for all internal (and much external) work.
Ex: this would allow a user to request a ticket (through a customized form that asks for properties), fill out custom properties, select and assign a company to a request through dropdown/smart type feature, rather than having to text type company name (causing duplicates).
There have been many requests around customized "create a ticket" form per pipeline - this would even be a work around for that.
Same. I am a brand new user but right away was looking for a way to set up a form in our existing process to go away from having to use Google Forms as another platform. I want everything to be inside of Hubspot! L
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