Tickets & Conversations

MWolters
Member

Onboarding form for an onboarding pipeline

SOLVE

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

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Onboarding form for an onboarding pipeline

SOLVE

@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?

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.

View solution in original post

0 Upvotes
5 Replies 5
MWolters
Member

Onboarding form for an onboarding pipeline

SOLVE

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

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Onboarding form for an onboarding pipeline

SOLVE

@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?

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.

0 Upvotes
MWolters
Member

Onboarding form for an onboarding pipeline

SOLVE

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

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Onboarding form for an onboarding pipeline

SOLVE

@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?

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.

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Onboarding form for an onboarding pipeline

SOLVE

Hi @MWolters,

 

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

 

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.

0 Upvotes