Creating a standardised internal form
4 weeks ago
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).
Thanks in advance!