Wordpress Gravity Forms - Partial Fill Outs - Sales Reps
Feb 9, 2018 12:42 AM
Thank you for taking a moment to read my post. Please excuse me if you feel it is in the wrong section but I believe this should be right.
I have WordPress using Gravity Forms and have a few questions. I need to know if HubSpot can do a few things. The website has a form that is filled out by retail customers who supply a sales rep code to the form to inform the company which sales rep this sale should be attributed to.
1. When the customers fill out the form and pay - they should populate the contacts section of Hubspot under the heading customer.
2. If they fill out the form but do anything less than completing the transaction they should populate a contact subsection heading as potential customer. Can HubSpot record a partial form without the user submitting the form?
3. The sales rep codes entered on the form should link to the CRM and populate the sales records for that particular independent sales rep. Then the sales made on the site should be recorded into HubSpot and attributed to the correct independent sales rep.
4. The CRM then should auto-generate an email/text to a new customer that confirms the sale. It should also auto-generate an email/text to potential customers who decide to not complete the transaction and then invite them to complete the transaction with a link in the email/text.
Are these things possible in HubSpot? Please let me know if you need any clarification and I appreciate any help!