Internal Use Form for Sales Process

Hi @SVaupell,

In general, HubSpot forms aren’t supposed to be used for a process like this – because HubSpot expects forms to be submitted by the contacts themselves.

Form submissions in HubSpot are tied to a unique contact record, this is always a 1:1 relationship. A form is submitted, HubSpot checks if an existing contact record exists for the email address submitted and either updates or creates the record. That’s why form fields can’t be used multiple times in the same form. HubSpot wouldn’t know how to associate one form with multiple contacts.

Regarding your question on autopopulating some fields: HubSpot will only do this when it recognizes a website visitor (cookies) and certain form fields already have values in the CRM – but it’s not doing real-time checks while typing. Some of this information doesn’t have to be entered though, HubSpot Insights can automatically pull some of the information you mentioned.

If you want to use HubSpot forms for the process that you’ve described, your sales team would have to submit the form for each contact. You’d also have to make sure that HubSpot is not associating any activity of your sales team with the contact records (by filling out the form in a private/incognito tab, for example). Otherwise HubSpot might associate your sales team’s website activity with the records of your timelines. (A pricing page view of a rep could show up on in the timeline of a lead.)

In any case, make sure to select “Always create contact for new email address” and deselect “Pre-populate contact fields with known values” in the form options.

Hope this helps!