New to Hubspot - looking for a way to create a form which our sales/account managers can complete to capture key information about customers. For basic example, after a sale, we may perform an "integration" call where we need to capture the same key information for new customers - say main project contact, technical stack, use case, timeline/deadline for implementation, customer goals, some checkbox type items to enure minimum requirements in place - etc.
Currently use a Gsheet to capture this - but is there any functionality within Hubspot which allows for the creation of such a form for internal use? Imagining AM folks literally walking through the form in Hubspot on a call, then it's automaticaly captured against the customer (currently, a note is added with a link to the GSheet).
@ClaytonHM welcome! One of the main purposes of a Hubspot form is to capture background contact information such as their IP, IP country and a myriad of other "behind the scenes" data. This is my main concern about having your own people filling out these forms. Your people will become contacts in Hubspot with every form they submit, not the contact you are trying to track. The data collected will not go on the contact's records but instead it will be tied to your employee's Hubspot record.
@ClaytonHM it's been a while, I know... but just checking to see what solution you landed on here? Have you tried the (relatively) new Playbooks feature? Sadly it's only available (to any meaningful extent) on the Enterprise plan, which is a little extortionist of HubSpot here, imho. It's such a useful feature for the very use case you are describing.
Our organization does this. We've created custom contact data properties that are added to a form that we've embedded into a Hubspot landing page, that our sales team fill out. We store the information against the contact by adding typing email into an email field. It seems to work really well. The only tiny downside is that when you fill out a form it counts as an engagement from the contact, not that this really matters unless you have engagement-based workflows etc. @sharonlicari@Crystal_Hopper@ClaytonHM@Jaimee
We've done something similar here recently but also have the same concern Crystal raised regarding the allocation of data due to the IP address.
Have you encountered any issues regarding this that you have seen at all? Would be great to get some feedback as to what issues we could expect. Thanks.
Can I pick your brain about this more? So the details are saved in the company record? Or a copy of the form is attached to the deal? Do your sales people have to go to thehubspot landing page everytime they create a deal? How is that prompted?
@ClaytonHM welcome! One of the main purposes of a Hubspot form is to capture background contact information such as their IP, IP country and a myriad of other "behind the scenes" data. This is my main concern about having your own people filling out these forms. Your people will become contacts in Hubspot with every form they submit, not the contact you are trying to track. The data collected will not go on the contact's records but instead it will be tied to your employee's Hubspot record.