Hubflo gives you four ways to share a form with clients, each suited to a different situation. Here's how to choose the right one for your use case.
Send a form via email
The main way to share a form is by sending it directly to a client via email.
Click Send to client next to the form
Select an existing contact or create a new one.
The client receives an email with a unique link and can submit the form once.
Pin to the client portal
Make a form permanently visible so any client can access and submit it at any time.
To pin a form: open the form and click the 📌 icon next to send button.
The form will appear pinned on the top of the Forms section in your portal. Clients can submit the form multiple times, but must complete one submission before starting another.
Best for:
Feedback and satisfaction surveys
Contact or service request forms
Anything clients may need to fill out more than once
Share a public link
Generate a shareable URL you can send or post anywhere, clients are not required to log in to fill it out.
To get the link: click the 🔗 icon next to the form and copy the URL.
Clients can submit the form multiple times. If the email they enter matches an existing contact in your directory, their record will be updated on submission. If there's no match, Hubflo creates a new contact automatically.
Best for:
Reaching clients who aren't on the portal
Embedding in emails, your website, or other channels
Add as a Global Item
Add a form to your portal's global items so it's always accessible from the home page in your portal.
To add: go to ⚙️ Settings > Global Items.
Show forms across a company
By default, each contact only sees their own submissions. If you work with multiple contacts from the same company, you can choose to make completed submissions visible to all of them.
Go to ⚙️ Settings > Appearance settings and enable Display forms to all contacts from the same company.
When this is on:
Contacts from the same company can see each other's completed submissions
Pending submissions remain private and each person only sees their own
Best for:
Forms where team-wide visibility is useful, like company onboarding or shared agreements
Accounts where multiple contacts from the same company use the portal