Creating an add-on page

Highlighted
Regular Contributor

Hi, I have created an add-on page for my members. I want to do the same thing HubSpot does which allows the user to click on a "Talk to sales" CTA. Since I know my user's information I don't want them to fill in a form.

 

How can I achieve this?

Goal: https://www.loom.com/share/6f41460624f64e80911236f2d583237c 

 

I want to "silently" fill in the form (possibly query string) with the logged-in user information and give them the option to leave a number at most...

 

2019-11-07_14-15-33.jpg Thanks,

Jonny

 

 

Reply
0 Upvotes
4 Replies 4
New Contributor

Are you using the HubSpot CMS or do you want to integrate this on an external website?

Reply
0 Upvotes
Regular Contributor

@dominikberger we are using an external website and its after login. Our members need to log into our website...

Reply
0 Upvotes
New Contributor

If you already have all the user data you want to use available, then you could use the HubSpot API to update contact fields in your CRM Robot Happy

Reply
0 Upvotes
Regular Contributor

Basically, call an API to update one or two fields which will trigger a workflow for sales to call?

 

Jonny logs into his web portal and clicks the contact sales button then what?

Reply
0 Upvotes