Lead Capture Tools

hy
Member

Company property - Show in forms

SOLVE

Hello. I am creating a form. I would like to add a field asking for the prospect's Company. I would like the prospect to choose from a predefined list of companies that I imported and show in a dropdown. I looked at https://knowledge.hubspot.com/articles/kcs_article/forms/how-do-i-add-new-options-to-a-checkbox-or-d.... I tried going to company property settings but noticed there is no 'Show in forms' option the way there is for contact properties. Thoughts? 

2 Accepted solutions
Phil_Vallender
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Company property - Show in forms

SOLVE

UPDATE: As per @lgil 's post below, this feature is now available (currently in beta). Igil says: "If you're interested in trying out this beta please submit your HubSpot Portal IDs here: https://forms.gle/BRW4qetFxshbC6rL9 and we'll add the beta to your portal within 1 business day. "

 

Hi @hy

 

As per https://knowledge.hubspot.com/forms-user-guide-v2/frequently-asked-questions its not currently possible to use company properties in forms, only contact properties. 

 

If you have Marketing Hub Pro, you can of course use a workflow to copy a contact property to a company. 

 

Hope this helps. 

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post

lgil
Solution
HubSpot Employee
HubSpot Employee

Company property - Show in forms

SOLVE

Hi team, I have some good news to share here, we now have a new beta of the Forms app that includes the ability to add Company properties to your forms and collect/create company information via your externally embedded, or CMS embedded forms on HubSpot. 

 

If you're interested in trying out this beta please submit your HubSpot Portal IDs here: https://forms.gle/BRW4qetFxshbC6rL9 and we'll add the beta to your portal within 1 business day. 

 

Please note: This beta doesn't currently include the ability to add Deal properties to HubSpot forms, we are evaluating ways to introduce support for Deals in the future.

View solution in original post

PamCotton
Community Manager
Community Manager

Company property - Show in forms

SOLVE

Hello @Alexrott 

 

I was able to find this post in the HubSpot Community Ideas forum. Upvoting here will alert our Product Team to the popularity of this request. Doing so will also auto-notify you if/when this functionality becomes available within HubSpot. You may read more about how that review process works here. The idea is currently in planning.🎉

 

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ivanlutolf
Member

Company property - Show in forms

SOLVE

Dear @PamCotton 

 

Greetings from Spain.
🤗

Any update regarding this issue? Which would be the 'Estimated Time of Arrival' as the ships?

😅

Many thanks!

PamCotton
Community Manager
Community Manager

Company property - Show in forms

SOLVE

Hello @ivanlutolf 👋

 

At the moment we do not have an estimated time for this product release but the best option is to leave a comment on the actual idea here. Since our product team is updating that idea they will also be notified of a new comment there.

 

Thank you,

Pam

 

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Participe de conversas regionais, alterando suas configurações de idioma !


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Phil_Vallender
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Company property - Show in forms

SOLVE

UPDATE: As per @lgil 's post below, this feature is now available (currently in beta). Igil says: "If you're interested in trying out this beta please submit your HubSpot Portal IDs here: https://forms.gle/BRW4qetFxshbC6rL9 and we'll add the beta to your portal within 1 business day. "

 

Hi @hy

 

As per https://knowledge.hubspot.com/forms-user-guide-v2/frequently-asked-questions its not currently possible to use company properties in forms, only contact properties. 

 

If you have Marketing Hub Pro, you can of course use a workflow to copy a contact property to a company. 

 

Hope this helps. 

Phil Vallender | Inbound marketing for B2B technology companies
rachelbjordan
Participant

Company property - Show in forms

SOLVE

I so wish we could add Company Properties to forms. I end up with all these duplicative properties at the Contact level b/c it's the only way to get the data...

 

If you want to ask leads for data on their company, you have to create a contact-level property to include it in the form.

 

But then, you really need it at the company level...and you always need the data to match...so you have to create the property at the company level and build workflows to sync the data.

 

Smiley Sad

Als1978
Member

Company property - Show in forms

SOLVE

This question was raised over 1 year ago, but still seems like it is not an option. I wish to create a form, that a contact would complete, and it would up date Business Inteligence on the company record that the contact works for

jrl
Participant

Company property - Show in forms

SOLVE

Thanks. Can you share how to copy contact properties to company properties using a workflow?

0 Upvotes
Phil_Vallender
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Company property - Show in forms

SOLVE

Hi @jrl 

 

It's pretty simple. I just use 'Contact propery X is known' and 'Company property X' is unknown as my enrollment criteria and then use a copy action to copy the contents of a contact property into the the right company property. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
0 Upvotes