HS Form Association to Custom Object Record

[Casady54]

Hello, 

I am looking for ideas, solutions, or suggestions. 

I am mapping out a plan for the training/CE courses our company provides in person and via webinars all over the United States, Canada, and Puerto Rico.

I am thinking of creating a Custom Object that will contain the records of the course details. 
What I hope to solve is creating a HS form that will associate the entries as contact with the Custom Object Record. 

Because our courses are regulated and the attendees receive credit, I need to be able to quickly identify the contacts that attended that specific course. 

Thoughts or suggestions/feature request. 

[TomM2 · Accepted solution]

Hey @Casady54 there's no way to automatically verify submissions in HubSpot against your own criteria, but you could do it manually through a list (or two). You could create a list of all of your "valid" students/contacts, let's call this your master list. 

Then if you create an active list with the criteria of "Contact is a member of master list AND contact has submit FORM NAME" this will quickly give you a list of all contacts who have submit your form and are valid students. You could even build some workflows based on this too if you liked, something like "if a contact is a member of list set contact property 'credit' to 1" or anything you like.

You can do the opposite of the active list too, you could say "contact is not a member of master list and has submit FORM NAME" which will show you all contacts who have submit the form who are not a member of your master list. 

[Casady54]

Hey @TomM2, thanks for the reply. Your suggestion makes sense and this may be the way I have to do it. We teach 80+ courses a year and I'm not sure that building a workflow and a list for each is the most efficient way to do this, especially since I already have to create a sign-in and signout form for each this is done so that sign-in and signout times can be recorded. I wish HS forms didn't overwrite the time of submission and instead logged the first time and most recent. 

[PamCotton]

Hey @Casady54 

Thank you for reaching out to our Community with your plan for training/CE courses. 

Your idea of creating a Custom Object to store course details and associating them with a HubSpot (HS) form for attendee entries sounds like a solid approach.

To address your need for quick identification of contacts who attended specific courses, here are some thoughts and suggestions, starting with Custom objects and forms.

To our top experts, @Jnix284 @TomM2 @Lucila-Andimol any recommendations for @Casady54?

Thank you,

Pam