Company property - Show in forms

Résolue
Highlighted
Nouveau membre

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? 

1 Solution acceptée

Solutions approuvées
Highlighted
Leader d'opinion de la communauté | Partenaire solutions Diamond

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
6 Réponses
Highlighted
Leader d'opinion de la communauté | Partenaire solutions Diamond

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
Highlighted
Nouveau contributeur

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

Répondre
0 Votes
Highlighted
Leader d'opinion de la communauté | Partenaire solutions Diamond

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
Répondre
0 Votes
Highlighted
Nouveau contributeur

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

Highlighted
Contributeur régulier

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 triste

Highlighted
Contributeur régulier

We want to be able to enter company fields into forms too. It seems like a lot of duplication to have to copy this from the contact to the company.