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Solved
EVatsev on June 07, 2024
Hi, I want to use a form for internal purposes. The idea is that a reseacher with no access to HubSpot use the form to add required info. Then based on that form submission a deal will be created. But, email is a required field and the resea read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
June 07, 2024 07:27
Hi @EVatsev , An email address is going to be required for this, no working around that - unless you're fine with always inputting a dummy ema...read more
Solved
EsarQasmi on May 30, 2024
I need to assign the leads to different team infact move to different pipeline based on the day of the week. For Example, if the lead is capture on Monday, Wednesday, and Thursday,that should be moved in to Pipeline A otherwise to Pipeline B. Is the read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
May 30, 2024 08:22
Hi @EsarQasmi , This would require two workflows - one to run on Monday, Wednesday, Thursday, the other on the remaining days. For eac...read more
Solved
KSurkus on June 05, 2023
Hi There, We have a "Contact Us" form which we want to use in below manner: Someone submits the form on the website, contact is added to the list. The contact goes through a workflow which takes message and puts that in a new deal and assigns read more
1 upvote
4 Replies
Accepted solution
Recognized Expert | Partner
June 05, 2023 15:25
Hey @KSurkus , thanks for reaching out! Do you want a new deal to be created for every single contact form submission you receive? If so...read more
Solved
ryanking on December 17, 2019
Has anyone had success taking passing information from a Comment box (i.e. form field) into a property on a deal record? We are integrated with Salesforce and often the information that someone enters into the Comment portion of our web form is read more
Accepted solution
Key Advisor
December 18, 2019 05:49
Hi @ryanking You can copy contact fields into deal fields if you are using a workflow to create a new deal. If you n...read more
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