Trigger form 2nd step based on 1st step field value

ATucker4 · a month ago

I love being able to create multi step forms now! What I want to be able to do now is:

Have a 2-step form where the 2nd step can be triggered with an if/then statement based off of a property value in the 1st step of the form.

For example, if someone checks the "Request a demo" checkbox field in the 1st step and hits submit, they see the 2nd step with a field for their use case and country. If they DO NOT check the "Request a demo" box, they go straight to the completion action when they hit submit.

Any help on this very much appreciated!

HFisher7 · 4 weeks ago

Hey @ATucker4 -

It is possible to add conditional logic to HubSpot forms to hide or show relevant fields, or redirect visitors based on their previous responses.

"In the Then section, click the dropdown menu to select on-form actions. You can choose from the following:

- Show a field: if the user's responses match the criteria set in your rules, show a specific field.
- Hide a field: if the user's responses match the criteria set in your rules, show a specific field.
- Skip to step: if the user's responses match the criteria set in your rules, skip to a specific step. To use this option, the form must have at least three steps. Learn more about adding form steps.
- Redirect to: if the user's responses match the criteria set in your rules, redirect them to a HubSpot page or an external URL. Users in a Sales Hub Enterprise or Service Hub Enterprise account can redirect forms to a meeting link on a scheduling page."

How to do so is linked here.

Hannah Fisher
CRM Platform Consultant @ Elite HubSpot Partner BabelQuest
Unlock the potential of HubSpot

Did my post help answer your query? Help the Community by marking it as a solution

View solution in original post

HFisher7 · 4 weeks ago

Hey @ATucker4 -

It is possible to add conditional logic to HubSpot forms to hide or show relevant fields, or redirect visitors based on their previous responses.

"In the Then section, click the dropdown menu to select on-form actions. You can choose from the following:

- Show a field: if the user's responses match the criteria set in your rules, show a specific field.
- Hide a field: if the user's responses match the criteria set in your rules, show a specific field.
- Skip to step: if the user's responses match the criteria set in your rules, skip to a specific step. To use this option, the form must have at least three steps. Learn more about adding form steps.
- Redirect to: if the user's responses match the criteria set in your rules, redirect them to a HubSpot page or an external URL. Users in a Sales Hub Enterprise or Service Hub Enterprise account can redirect forms to a meeting link on a scheduling page."

How to do so is linked here.

Hannah Fisher
CRM Platform Consultant @ Elite HubSpot Partner BabelQuest
Unlock the potential of HubSpot

Did my post help answer your query? Help the Community by marking it as a solution

BérangèreL · 4 weeks ago

Hi @ATucker4 and welcome, it's a pleasure to have you here!

I love you asked this question to the HubSpot Community, I am sure many other Community Members are wondering the same!

For information, here is the article "Create and edit forms".

I'd be happy to put you in touch with our Top Experts: Hi @LaurenRyan, @MrJustinGivens and @ndwilliams3 you might have some ideas on how to achieve this to help @ATucker4, please?

Have a lovely day and thanks so much in advance for your valuable contributions!
Bérangère

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