Tips, Tricks & Best Practices

JMOT
Participant

Pre-filled forms for onboarding

SOLVE

Hey

 

I'm brand new to Hubspot so forgive me if I'm asking something silly..

 

What I'm trying to do is be able to send contacts an "onboarding form" with extra key fields of info I need from them in order to service their needs.

 

If I send them an email asking for my onboarding form to be filled out, and I use variables eg ?email={{ contact.email }}&firstname={{ contact.firstname }}&lastname={{ contact.lastname }}

 

Will that mean all the responses to other fields on the form will be logged into the existing contacts hubspot record??

 

Thanks, Tom

2 Accepted solutions
Lucila-Andimol
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Pre-filled forms for onboarding

SOLVE

Hey @JMOT 

YEs, everytime an existing contact completes a new form using the same email

the properties in this records get updated.

If they use a different email, a new record will be created. (this happends when people use for one form a work email and in other a personal email).

You can enable an options to show to the contact the know properties in the form

More info here

hope this helps

María Lucila Abal | COO Andimol
HubSpot Expert, Community Champion & Certified Trainer (12+ years)

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Pre-filled forms for onboarding

SOLVE

@JMOT wrote:

So those variables would automatically populate if I send the client an email from within Hubspot?


Correct 🙂 They work like personalization tokens.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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5 Replies 5
Lucila-Andimol
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Pre-filled forms for onboarding

SOLVE

Hey @JMOT 

YEs, everytime an existing contact completes a new form using the same email

the properties in this records get updated.

If they use a different email, a new record will be created. (this happends when people use for one form a work email and in other a personal email).

You can enable an options to show to the contact the know properties in the form

More info here

hope this helps

María Lucila Abal | COO Andimol
HubSpot Expert, Community Champion & Certified Trainer (12+ years)

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

JMOT
Participant

Pre-filled forms for onboarding

SOLVE

Thanks for your reply Maria. So those variables would automatically populate if I send the client an email from within Hubspot? Or would I have to manually add the variable into the URL string when sending?

 

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

Pre-filled forms for onboarding

SOLVE

@JMOT wrote:

So those variables would automatically populate if I send the client an email from within Hubspot?


Correct 🙂 They work like personalization tokens.

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.

karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Pre-filled forms for onboarding

SOLVE

Hi @JMOT,

 

I recognize those colors from an earlier reply of mine haha.

 

Yes, HubSpot uses the email address as unique identifier. As long as that is among the parameters, HubSpot will update an existing record with that email address.

 

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.

JMOT
Participant

Pre-filled forms for onboarding

SOLVE

haha yes, I replied to you on an old thread but you must not have seen it so started this one fresh. Thanks 🙂

0 Upvotes