Sales Integrations

fiboatcharters
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Attached form to contact

解決

Hi there - we are a business that needs to have a booking form for each client (set up as contacts in hubspot when they make a booking).

 

Is there a way to send them a hubspot form to fill out once they have made a booking and for that form to be attached as a PDF or something similar to their contact for easy access?

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Attached form to contact

解決

Hi @fiboatcharters,

 

By default, HubSpot form submissions are logged to the timeline of a contact record. If you have any form that a contact submits (such as a booking form), this will be stored on their contact record:

 

karstenkoehler_0-1667797656335.png

 

To find form submissions more easily, use the Filter by option and only check the Form submissions box:

 

karstenkoehler_1-1667797717160.png

 

(It's not possible to attach a form submission to a contact record as PDF.)

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Attached form to contact

解決

Hi @fiboatcharters,

 

By default, HubSpot form submissions are logged to the timeline of a contact record. If you have any form that a contact submits (such as a booking form), this will be stored on their contact record:

 

karstenkoehler_0-1667797656335.png

 

To find form submissions more easily, use the Filter by option and only check the Form submissions box:

 

karstenkoehler_1-1667797717160.png

 

(It's not possible to attach a form submission to a contact record as PDF.)

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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