HubSpot Ideas

Adriane

Separate "create contact" forms for each Business Unit

We have clients with several business units who currently have to share one "create contact" form when adding contacts manually. This is not so great since both units work with own properties so the form is really long and confusing.

3 Replies
Nitaneth
Contributor

We desperately need this for Deal creation - we have a number of different teams on Hubspot and they all want to see different properties when creating a deal.  I have tried amending the property access so that other teams have 'No Access' but that doesn't work, although it seems the perfect answer to me!

GBearley
Member

This is a feature that we would very much utilize. Hopefully it comes soon!

KSettlemire
Member

This is definitely needed. I am trying to do a workaround by making a form for each of them and utilizing workflows, but that doesn't help if we're trying to add them to an existing deal or picking a deal state, which is the most important part.