Best practices for automating "letters" of reference for student applicantsSOLVE
Need help automating the referral part of the application process for students. The goal is to have the applicant fill out our HubSpot application form, to include three references and that the references would receive a reference form to fill out and then once that form was completed that the information would be included in the applicant's record.
Here's what's been done so far:
- Registration form for the student applicants that includes custom property fields for three references. What I did was to create custom properties for the referer's first name, last name, email address in hopes we could include those custom properties in the contact record of the applicant without overwriting the applicant's HubSpot Contact Record
- Need confirmation that we could simply setup an automation for the forms to be sent to the three referers
- Need help automating the responses to the referer forms being added to the applicant's HubSpt Contact Record.
Was told by HubSpot rep to see if anyone had
Solved! Go to Solution.