I have been trying to create a custom form in HS. I want each of my products to be available with a quantity line. For example, I am here to purchase: Courses Publications Memberships Vouchers And then when they click on a product, it would op Leer más
Hi there, We are a national company that manufactures custom design elements. We are looking for a way to let a sales rep request cost estimates from the management team. We have a pipeline and custom object set up to track drafting for larger p Leer más
We are an assessment platform where we would like to store the order details in the Order Object. We would like to create an internal form that is completed with company details and a range of unique order attributes like number of employees, etc... Leer más
Thanks for that additional explanation, @EddiefromOz . The forms tool in HubSpot is designed for external use and collecting leads as opposed to c...Leer más
Hey, I am looking for a way for the sales team to submit issues about the crm within hubspot. I want the to be able to report on company level if they think there is issues with the data. Was wondering if a hubspot form would be the best way to capt Leer más
@NKolev those additional questions could be set up as dependent fields and all placed in a card if the left sidebar on the company record - a reque...Leer más
I am looking to have a scheduling form with a detailed form for people to fill out. This will live on a page specifically about booking a meeting, so I don't want to go form first then scheduling page which I have found the ability to create. I al Leer más
Hi @KBoyer1 , In order to do this, try these steps: 1. Include all the fields you want, using clear and simple labels to keep it easy to fill ...Leer más
I have created a form to use internally with our sales teams to request support from our Account Management team. I want to add these forms to the company object so the sales team has easy access to them. I am okay with a activity button (don't know Leer más
Hey @MFish
I think you could create a custom property with the link to the form and put it in the left column
or you can create a custom card ...Leer más
Hey @Ronen
you have limit of views you can create (for example 50 views or 20 taks queues)
If you have already reached that limit
the system...Leer más
I have been messing with the quotes section for a bit now, but i am trying to add a section into our quote where we can upload a map? I was able to add images to the line item under services but cant create an image only section where we can attach Leer más
Just saw your new comment. Another approach would be to use conditional HubL code to display a particular image in your quote template based on the p...Leer más
Hi everyone, Is there a way request an appointment after a user fill a form on a website? User fills the form > redirect to hubspot to book appoinment > thank you page. We want the user to only enter their details once. We curr Leer más
Hi @TomM2 and @Bell007 ! This is now an available beta to Sales & Service Hub Enterprise customers: https://knowledge.hubspot.com/forms/redi...Leer más
I want to create schedule a meeting page in three steps in hubspot 1. Form to get user data with submit button and onclick submit its redirect to second step 2. Choose a member for meeting 3. calender for choosing date and time
Hi @VBhardwaj
Sure, here are the steps on how to create a schedule a meeting page in three steps in HubSpot: Go to Marketing > HubSpot Meetin...Leer más
I wwant to add this property to my form. I can chose the property and move it over to the form, but not insert it. Is there a limit to properties on a form? Thank you very much in advance.
Thank you everyone. I had problems putting in a property that was already set, so I made a new property to put into the form, which worked. Just a tem...Leer más
Hey all, I'm looking for some help on the following: We have different lead forms on our website, all which can be used by a potential lead one or multiple times. There are three categories: 1. Brochures 2. Quote 3. Contact Forms We wou Leer más
Hi @rodericks ,
That's expected behavior. In your if/then branch, you're checking whether a contact submitted a specific form. Let's say, a co...Leer más