Our Community is home to exceptional humans who also happen to be very skilled at using HubSpot! 🙂 They not only know the software inside out but also often find imaginative and innovative ways to configure it to fit their business needs.
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We recently migrated to HubSpot from another CRM. We have an internal event coming up and would like our staff to fill out a form to update their information. In previous years, we would send out a link to our staff and include a checksum token that read more
Could be that the contact filled the form in the same device (Pc or mobile)
OR in the same tracked site (landing, website page)
Here is an artic...read more
Good Afternoon, I need to create a form for my sales reps, of pertinent info needed to enter a new company/contact, or I am going to be buried with post-it's & business cards! lol Does anyone already have a template they'd like to share? Or, read more
Hey @ALieber
I have 2 good solutions for you
1) Get them the mobile app: They 'll be able to scan business cards and sync automatically the co...read more
Hello everyone, I've set up a sales pipeline in HubSpot with the following deal stages: Form Submitted, Appointment Scheduled, Qualified to Buy, Closed & Won, Closed & Lost. My objective is to automate the movement of deals through these read more
When we send a Form Link to a customer, and the customer completes and submits that form, is there a way to have that form attach to the company record as an attachment?
Hi @MHorist ,
If you're looking for an attachment specifically, then no, this is not possible, unfortunately l, it would require custom develo...read more
Hey everyone! I am new to this community, so please let me know if there is a better channel to ask this question. I am wondering if anyone knows how to create a custom quote within HubSpot? Thank you
I am debating using HubSpot Conversations Inbox for all Website Sales related Form Submissions, Website Sales related Chats, Sales related Inbound Emails to various Sales alias / Google groups and / or Google shared inboxes "Channels" So anythin read more
@WRowland9 There's a new beta for "Help Desk" which is moving the service conversations out of "Inbox" which I think is a pretty good indicator tha...read more
HubSpot Forms are a valuable tool to collect new leads and grow your business. There are many ways to analyze form submission data to evaluate the performance of your lead capture. That said, some users seek more advanced date-based reporting read more
Hey @HuyDTran -- thanks for your support!
From what I understand, the current workaround to capture the dates for multiple forms would requi...read more
Hello, i been creating a form and i d like to manage the consent of the datas. I saw is possible to add a mandatory field to accept the policy, i can't manage to add more fields. I see the option for add another checkbox but i cant click the lin read more
Hi @pmartani ,
Can you please click the link and share a screenshot of what you see after clicking, even if it feels like nothing has change...read more
We're running into instances where a prospect / lead will fill out a form and sucessfully create an Activity in Hubspot. We have the Salesforce integration set to automatically create a Task in Salesforce. We're finding that some of these form s read more
Hello all! I apologize in advance if this isn't in the correct space but I am struggling and hoping the community can help. We have forms that work right 90% of the time, however, the 10% is throwing me for a loop. When a customer is submi read more
Hi @LHysell ,
It's unfortunately all manual, as you described. Create separate record manually, copy paste property values manually, where pos...read more
We have forms on our website that visitors can fill out if they want to get directly in touch with our sales team. When the form is submitted, the contact is reassigned across our sales team and they are then responsible for reaching out to the cont read more