Auto fill (NOT Default fill) of a form field based on workflow
SOLVE
Hi,
Can I set a field to be auto-filled by the system in given values based on the contacts selections in the form (i.e. contact selected values a, b, c in a form, so set field X with a given value)?
Auto fill (NOT Default fill) of a form field based on workflow
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Q: Auto fill (NOT Default fill) of a form field based on workflow?
Short A: Of course.
Longer A:
There are a few ways to do it, but since you're accepting info directly from a HubSpot form you may opt to just test for that directly in the workflow. (see image)
Note: Just be aware that certain contact properties require specia1 treatment -- e.g., Lifecycle Stage.
Auto fill (NOT Default fill) of a form field based on workflow
SOLVE
Did my post help answer your query?
Help the Community by marking it as SOLVED
Q: Auto fill (NOT Default fill) of a form field based on workflow?
Short A: Of course.
Longer A:
There are a few ways to do it, but since you're accepting info directly from a HubSpot form you may opt to just test for that directly in the workflow. (see image)
Note: Just be aware that certain contact properties require specia1 treatment -- e.g., Lifecycle Stage.