Onboarding form for an onboarding pipeline

[MWolters]

Helllo everyone,

we are currently using a ticket pipeline for our onboarding process.

To gather information from the customer regarding the onboarding appointment we are using a marketing form. This automatically creates an onboarding ticket in the pipeline after the customer fills out the form.

As we are trying to improve our onboarding process the marketing form is something of a bottleneck. The options to create the form and different fields in hubspot are limited and some informations asked are unclear for the customers.

Does anybody have another idea to automatically collect the needed informations from the customers and create automatic tickets?

I found the Arrows Onboarding Plan tool, but it is a little pricy. https://arrows.to/ 

Therefore, we are looking, if possible, for an inhouse solutionin Hubspot.

Thanks and best regards

Max

[ArunPrasathR]

@MWolters you can look for customer onboading softwares like projetly, these tools are designed to solve the customer onboarding challangnes. 

[MWolters]

Hi @karstenkoehler,

thanks again for your quick answer. I had a look at the article and can not figure one thing. I created at drop down property in the form. Now I want to show another form property if certain options are chosen in the drop down menu.

I added the new form property further down in the form. If I now go to my drop down property and use the logic functio, my newly created property further down the form does not show und "then show:".

All the best

Max

[karstenkoehler]

@MWolters I'm not sure what exactly you're referring to. Could you share a screenshot and add arrows / annotations for what's not working as expected?

[MWolters]

Hi @karstenkoehler,

thanks for your fast reply. 

It would be fantastic if the form is "dynmaic". Based on contact or company properties certain items in the form are shown or hidden. 

All the best

Max

[karstenkoehler · Accepted solution]

@MWolters this is generally possible through dependent form fields: https://knowledge.hubspot.com/forms/use-dependent-form-fields

Can you give an example where this is not sufficient?

[karstenkoehler]

Hi @MWolters,

Can you explain in more detail what exactly your requirements are and where exactly the forms options are not sufficient?

Best regards