If you've ever had a client fill out an onboarding form and then had to copy their details into Hubflo by hand, Hubflo fields are what you need. They connect form questions directly to fields in your Directory, so when a client submits a form, their record updates automatically.
Before you start
Make sure the fields you want to capture exist in your Directory. You can map form questions to:
Native fields (built into Hubflo)
Name, Email, Address, Phone, Company Website
Custom fields (text and date types only, for now)
Any custom fields you've created on Contact or Company records
If you plan to capture Company field data, keep in mind that the company record will only update if the contact submitting the form is already linked to that company in Hubflo. If they're not linked, the company record won't be updated.
Setting up Hubflo fields
When building your form, for any question where you want the answer saved to a contact or company record:
Click Add new
In "Hubflo field", choose Contact or Company depending on where the data should be saved
Pick the specific field from the dropdown
Give the question a label your client will understand
And that's it! Repeat for each field you want to capture.
What your client will see
If your client accesses the form through their Client Portal:
Their existing information will pre-fill automatically
They can update any of the values before submitting
When they submit, their record in the Directory updates instantly
If you share the form via a public link (no login required):
Fields will be blank, clients fill them in from scratch
If the email they enter matches an existing contact, their record will be updated on submission