Auto-populate info into a property from a form

[CFalstad]

Hello!

Is there any way information captured in a form can be auto-populated into a company property? 

Our Sales Director would like for an RFP Date to be captured in a post close survey form and then have that date auto-populated into the RFD Date company property. 

I do not believe this is possible, but want to make sure I am not missing any functionality within the form. 

Thank you!

[CFalstad]

@karstenkoehler Can this only happen for contact properties? Or can it be done for a deal or company properties? Again, we're trying to get an RFP Date to populate from a completed form. 

[karstenkoehler · Accepted solution]

Hi @CFalstad,

Forms support contact, company and ticket properties (if they're support forms). Deal properties cannot be updated through forms.

(However, you could use a workflow to copy a contact or company value into a deal.)

And yes, as long as the RFP date is a date property in HubSpot and as long as it's a contact or a company property, you can place it in a form and it will populate on the contact or company record.

Best regards!

[CFalstad]

@karstenkoehler I am going to test this out with an RFP Date in a form. Thank you.

[CFalstad]

@karstenkoehler 

I wanting to know if information provided in a FORM, can be automatically transferred into, captured into a PROPERTY?  I am completing a form, can that information then populate into the ACTUAL field in HubSpot?  I understand the information is captured in the form. But can that information automatically transferred into an actual field in a property?

[karstenkoehler]

Hi @CFalstad,

This is default behavior. When someone submits a form with a contact property field "Email" and a company property field "Company name", and they input "janedoe@acme.com" and "ACME", then these two values are automatically stored within the contact and company property.

In the HubSpot forms editor, it's not possible to add a form field that is not automatically linked to a property. Once filled and submitted, the property will be populated accordingly, always.

Are you experiencing the opposite in any way?

Best regards!

[PLusk]

Karsten, 

I'm having an issue with this, especially when we have a company that has more than 1 location.

I was calling the company:

ABC – Main – city (or street) depending on whether they had 2 offices in the same city Charlotte, NC or Raleigh, NC, for instance. 

When people are filling out their forms, they are entering thier company as ABC. So all of my contacts associated with ABC – Main – city are changed to just ABC – we no longer know which contacts are in which office.  Is there a way to fix this auto update on this field? Do I create a new "company (form)" field? It won't mess up the way we have the companies set-up but as 150-300 people register via forms for our monthly trainings I'll have to go in & compare the new new "company (form)" field with "Company" field. I guess that's better than having it change every month. 

The domain name is the same for all differnt locations. 
What about 
Company
Location (if Company has more than 1 location) - And create a location field to differentiate - this will potentially add more locations??
City
Address

Any ideas? 

[karstenkoehler]

Hi @CFalstad,

Yes, this is possible. Simply use the search bar in the top left to pick company properties.

If a company property doesn't show up, check the property settings and make sure it's set to be displayed in forms.

Best regards!

[CFalstad]

@karstenkoehler 

thank you for the reply, but I think there may be some confusion. What I am asking is: can information captured into form can be automatically transferred to a company property? Example: I am completing a form and put in an RFP Date IN the form, can that information automatically be transferred into that same property?

[karstenkoehler]

Hi @CFalstad,

Could you specify what you mean by that? A company form field is tied directly to a company property – whatever is put in the form is automatically stored in a company property.

Best regards