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saraonmars
Member

HubSpot form to collect phone number

Hello to the whole community, I'm new to WordPress and HubSpot.
I was wondering if there was a way to ask users' phone numbers such as the one that collects email address, when users download something from my website. Is there a form I can add for this?
Thanks

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10 Replies 10
Joe-Kelp
Contributor | Partner
Contributor | Partner

HubSpot form to collect phone number

Hey Sara, 

 

If you are using the HubSpot WordPress plugin, you can find the form you are wanting to change in the drop-down menu of the HubSpot plugin. 

 

WP hubspot forms.png

 

From there, you should be able to find the form that your designer is using for all of the brochure downloads. Simply select that form and click edit. 

 

You should be able to drag over the standard HubSpot phone number field into the form. 

 

drag over phone number.png

 

Click submit and your edit should be applied anywhere that form is being used.

 

If you aren't using the WordPress HubSpot plugin, you will need to do this inside of your Hubspot portal. 

 

Hope this helps. 

 

 

Joe Thompson, Marketing Manager, Kelp Hubspot Specialist

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saraonmars
Member

HubSpot form to collect phone number

Thanks to both of you.
HubSpot package means the version I'm using ? It's 7.35.4, HubSpot free. I'm on WordPress 5.4.2.
This is the forms screenshot: https://funkyimg.com/i/368Fh.png 
And that's what I see if I want to edit them (but the edit option doesn't appear): https://funkyimg.com/i/368Fk.png 
However I would like to add a form to collect phone numbers, as well as email, if it is possible.

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ElyshaShave
Top Contributor | Diamond Partner
Top Contributor | Diamond Partner

HubSpot form to collect phone number

To edit your forms, you will have to do this on the Wordpress side of things and then HubSpot will automatically update with that new information.

 


Thanks,

Elysha Shave

Inbound Specialist

BBDBoom.com

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saraonmars
Member

HubSpot form to collect phone number

Okay, thanks, Elysha and Joe, now I cleared my mind. If I have any problems, I will try to write again.

Thanks 😄

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ElyshaShave
Top Contributor | Diamond Partner
Top Contributor | Diamond Partner

HubSpot form to collect phone number

Hi, 

 

Welcome to the world of HubSpot!

 

There is a standard HubSpot property for Phone Number in which you can add to your form when a user downloads a piece of content from your website. Did you need help with creating that form?

 

 

Thanks,

Elysha Shave

Inbound Specialist

BBDBoom.com

Joe-Kelp
Contributor | Partner
Contributor | Partner

HubSpot form to collect phone number

Hey Sarah, 

 

Your screenshots indicate that these are WordPress forms that are simply being monitored by HubSpot. You will need to edit the forms using your WPforms plugin in your WordPress portal. 

 

 

WPforms.png

 

Unfortunately, it looks like the phone number field in WPforms is a "pro" feature. But if you use a number field and properly label it as "phone number" HubSpot should be able to still associate that field with the contacts record in HubSpot. 

 

Here's some documentation that explains how that works. 

https://knowledge.hubspot.com/forms/use-non-hubspot-forms

 

They even use the phone number field as the example in that documentation. 

 

Let me know how this works for you.

 

 

Joe Thompson, Marketing Manager, Kelp Hubspot Specialist

saraonmars
Member

HubSpot form to collect phone number

Thanks for the welcome. Yes, I think it's something like that I meant.
The designer who built the site before me added this plug-in and I would like to try to modify it, but I don't know exactly how she worked, so I thought about asking for help on this board.
There is an email request form for each download and I would like to try adding a form for requesting phone number.
Here's a screenshot of what the download looks like now:

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ElyshaShave
Top Contributor | Diamond Partner
Top Contributor | Diamond Partner

HubSpot form to collect phone number

Hi, 

 

Apologies, I am unable to see a screenshot in your previous response. Are you wanting to edit your current form by adding the phone number field or wanting a seperate form for just the phone number field?

 


Thanks,

Elysha Shave

Inbound Specialist

BBDBoom.com

0 Upvotes
saraonmars
Member

HubSpot form to collect phone number

Sorry XD in my post above the screenshot appears visible. I'll try again with a link https://funkyimg.com/i/367FJ.png 
Yes, what I would like to do is create a seperate form for just the phone number field.

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ElyshaShave
Top Contributor | Diamond Partner
Top Contributor | Diamond Partner

HubSpot form to collect phone number

No worries at all! Can you let me know what HubSpot package you are currently on and whether you are using HubSpot embedded forms or HubSpot collected forms and then I will be able to help you further. 

 


Thanks,

Elysha Shave

Inbound Specialist

BBDBoom.com

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