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Sales Integrations

Rechercher Sales Integrations pour des solutions ou poser une question

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PWolniewicz le Novembre 23, 2023

Wordpress contact form 7 and HubSpot forms

Hi there, How can I delete integrtion between our contact form and HubSpot forms forever? Even if I deleted it 3x it is still appear. Exact form is: .wpcf7-form, .submitting. What we only got is a part of code in our footer to display HubSpot Lire la suite

Répondre Forms

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Accepted Solution

TomM2

Conseiller clé | Partenaire solutions

Novembre 23, 2023 11:17

Hey @PWolniewicz the forms coming through as HTML classes such as " .wpcf7-form, .submitting" isn't usually from the submission. It's more than lik...Lire la suite

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fiboatcharters le Novembre 06, 2022

Attached form to contact

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 Lire la suite

Répondre Forms

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1 Réponse

Accepted Solution

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Novembre 07, 2022 00:09

Hi @fiboatcharters , By default, HubSpot form submissions are logged to the timeline of a contact record. If you have any form that a contact ...Lire la suite

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Sany_Mochi le Juin 07, 2022

How to Create Multi-Step Form in Hubspot

Hello Community, We are going to use Hubspot in one of our projects. but before going to use we have a few questions here can you please help us with this? 1. We would like to create a multi-step custom form in Hubspot. So is there any option to c Lire la suite

Répondre Forms Integrations

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Jnix284

Membre irremplaçable | Partenaire solutions Elite

Juin 07, 2022 14:49

Hi @Sany_Mochi , There was a similar conversation about multi-step forms and the answer still holds true, it is not currently possible to cre...Lire la suite

JKrantz le Avril 25, 2022

Looking to have Won deals fill out sharepoint form

Hello all, I am looking for a way when i have a deals move to "won", a share point form is filled out. all properties pushed from hubspot data.

Répondre best practices CRM Enterprise Forms

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JKrantz

Contributeur

Avril 27, 2022 07:34

Automatically submit a Sharepoint form with deal information. thanks! jim

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rossatgrowth le Juillet 01, 2021

Electronic Signature in HubSpot Form

Hello all, We have a client we're migrating from WordPress to HubSpot CMS. In some of their landing pages that need transferring, they require an electronic signature from their customers. Previously, this was accomplished with a WordPress plu Lire la suite

Répondre CMS Content Forms

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3 Réponses

Accepted Solution

natsumimori

Gestionnaire de communauté

Juillet 02, 2021 02:01

Thank you for your post @rossatgrowth ! I recently had a similar conversation in the Community and here's the link . One way to achieve this is ...Lire la suite

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IRab le Juin 15, 2021

Is there a way to send a prefilled form to a customer directly from the contact or company profile?

We need to send out a unique form that links back directly to the company. Sometimes what happens is that the form will not sync to the right account, plus we want to prefill some of the data we already know. Then we need to use the information Lire la suite

Répondre Forms Integrations

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1 Réponse

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karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Juin 15, 2021 23:37

Hi @IRab , This can achieved for select contacts by auto-populating form fields with a query string – but this does not work at scale. You c...Lire la suite

clarePFS le Février 09, 2021

Not able to edit mapping for property that cannot be added to a form or workflow

HELP! I'm the Admin for my org's Salesforce and have been managing the integration with Hubspot. We are working on migrating our new contact registration form from Form Assembly to HubSpot. However, I'm having an issue where I need to be able t Lire la suite

Répondre Admin Contacts CRM Forms How-To Integrations Professional Workaround Workflows

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clarePFS

Participant

Février 10, 2021 09:38

Hi Josh, Thanks for taking the time to respond, it's much appreciated. I can absolutely set a standard value that will trigger a flow in Sale...Lire la suite

eriktb le Octobre 12, 2020

Capture purchase request in Hubspot

Hi, I'm building a simple webshop outside of Hubspot, consisting of several product pages with a button for users to purchase the product. When users purchase the product, I need to capture this in HubSpot so that it can be handled by sales from Lire la suite

Répondre Forms Integrations Sales

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himanshurauthan

Leader d'opinion | Partenaire solutions Elite

Octobre 20, 2020 01:00

Hi @eriktb ! Yes i agree for creating a contact, deal and line item after payment is good route and your sales team can handle it with other repor...Lire la suite

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