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?
mai 12, 20184:43 PM - editado dez 30, 20206:31 AM
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Company property - Show in forms
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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 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 Companyproperties 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.
Hi team I submitted the form on Friday. I obviously don't have access to the company properties in the form. Is it still in Beta? or am I too impatient 🙂 ?
This feature is actually live and no more in beta, as can be seen in this knowledge base article - you can now choose contact fields, company fields and custom object fields in your forms.
I have contacted support. They told me that the feature was not delivered and that it was still in Beta. It should be delivered by the end of 2021. They activated the Beta for me.
Hello. If the feature is still in Beta, is that why forms with company properties (created with Beta access) don't currently update company information? Thanks!
It seems there was some contradictory information from what can be read in our documentation and the reality. I've reached out to the relevant internal team and they've confirmed this is still in beta. The knowledge base article isn't specifying that and the relevant team has been contacted.
You can still get access by submitting this form. I'll update my previous reply as well.
@LNDixon It seems you do have access to the beta and that under this beta you should be able to update your existing companies with form submissions - apologies about the previous comment, when testing on my portal I couldn't reproduce that and I also had a different messaging.
Would you mind sending me via DM an example form in your portal which is using company properties as well as an example company who's been created instead of being updated? I'll then be able to investigate further.
Thank you for your understanding and apologies once again about the confusion.
I can see from the knowledge base here that it's now possible to add company properties to a form; but not deal properties just yet. In any case, I'd advise leaving your feedback on the idea here in our Ideas Forum.
EDIT:
It seems there was some contradictory information from what can be read in our documentation and the reality. I've reached out to the relevant internal team and they've confirmedthis is still in beta. Theknowledge base articleisn't specifying that and the relevant team has been contacted.
I've tried to use this feature, but instead of updating current company properties, duplicate companies are created from form submissions. Anyone have any ideas? Thanks!
Thank you for your reply and apologies for the delay here.
This is expected behaviour at this stage for company properties - I'd recommend posting an Idea in our Ideas Forum regarding this. That way other users can upvote it; and the Product Team regularly monitors the Forum.
Hi @FSimpson , I just resubmitted the form to add your account associated with your email, I would recommend checking with us back Tuesday if your beta is not added and I can investigate further.
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 Companyproperties 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.