Capture form submission date in contact

SOLVE
finn
Top Contributor

How can I capture a form submission date and set a date propety on the contact with that date? 

3 Accepted solutions

Accepted Solutions
Mike_Eastwood
Solution
Key Advisor | Gold Partner

Hi @finn 

 

HubSpot automatiucally stores all the Form Sumbissions, dates and contacts automatically. You can find the From Submissions in the form admin, and view all the Submissions (a list of Contacts).

 

Assuming, from you question, you want to set a Custom Property in the Contact e.g. Registration Date then you would need to use Worklows triggered by a Form Submission... which requires Marketing Pro or Enterprise.

 

What version of HubSpot are you using?

 

Did I understand your question correctly?

Mike

View solution in original post

0 Upvotes
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner

Hi @finn 

 

You should be able to complete this with just one workflow. 

 

Set the enrollment conditions to match whenever a contact has a value in the non-mandatory field, then use the set a contact property action to set a date time property with the current date. 

 

@JuliaMongeau actually posted about this in more detail recently: Use workflows to set a date stamp

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post

MFrankJohnson
Solution
Thought Leader

Use the 'Date of step' Set contact property value in your workflow.

- see image

 

HubSpot Workflow - Set Contact Property ValueHubSpot Workflow - Set Contact Property Value

 

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

View solution in original post

0 Upvotes
10 Replies 10
Mike_Eastwood
Solution
Key Advisor | Gold Partner

Hi @finn 

 

HubSpot automatiucally stores all the Form Sumbissions, dates and contacts automatically. You can find the From Submissions in the form admin, and view all the Submissions (a list of Contacts).

 

Assuming, from you question, you want to set a Custom Property in the Contact e.g. Registration Date then you would need to use Worklows triggered by a Form Submission... which requires Marketing Pro or Enterprise.

 

What version of HubSpot are you using?

 

Did I understand your question correctly?

Mike

View solution in original post

0 Upvotes
finn
Top Contributor

I want to set a custom property in the contact (registration date), if the user has filled out a non-mandatory field in the form, but not if that form field is not filled out.

 

Ideally I am also looking for a solution where I 40 forms don't mean I have to build 40 workflows...

0 Upvotes
finn
Top Contributor

I have Marketing Pro

0 Upvotes
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner

Hi @finn 

 

You should be able to complete this with just one workflow. 

 

Set the enrollment conditions to match whenever a contact has a value in the non-mandatory field, then use the set a contact property action to set a date time property with the current date. 

 

@JuliaMongeau actually posted about this in more detail recently: Use workflows to set a date stamp

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post

MFrankJohnson
Solution
Thought Leader

Use the 'Date of step' Set contact property value in your workflow.

- see image

 

HubSpot Workflow - Set Contact Property ValueHubSpot Workflow - Set Contact Property Value

 

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

View solution in original post

0 Upvotes
rscibett
Participant

What about trying to populate a "Last Form Submission Date" field based on prior form submission? Possible? I know the WF can help moving forward.

0 Upvotes
VELUX_DS
Participant

What if I want to see the date of form submission and not a fixed static date? 

0 Upvotes
MFrankJohnson
Thought Leader

@VELUX_DS,

That's precisely what the "Date of step" option is for -- as long as your workflow runs on the same date the form was submitted! 🙂

- see original image (above)

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

0 Upvotes
SilvanaPSI
Participant

Hi - I have a similar question. I'm trying to set up a property called 'last form submission date', and I want to enroll all contacts who have already filled a form.

The goal is to have the last form submission date against all contacts. 

How can I do that?

 

Currently, the workflow set this property to the current date, and not the date the form was submitted...

0 Upvotes
jasonashaw
Contributor

Suggestion: Enable a hidden field when creating a form to autopopulate the data/time the form was submitted. We shouldn't need to create a workflow to date stamp a form submission. I know that the data is captured and usable to filter lists, etc, but not if you want to trigger automation or include the date for integrations. For example, I want to send an email and update a google sheet when a contact fills out a form. It is important to include the date yet there is no date field accessible to Zapier through the hubspot form submission. Thanks!

0 Upvotes