Sync forms with the Hubflo Directory

When a client fills out a form, Hubflo can save their answers directly to their contact or company record in your Directory.

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)

• Contact: Name, Job title, Address, Phone, Secondary phone, LinkedIn URL

• Company: Name, Email, Address, Phone, Website, LinkedIn URL, VAT number, and other company details

Custom fields

• Any custom fields you've created on Contact or Company records (text and date types only, for now)

Learn how to create custom fields →

Tip: A contact's own email can't be mapped, since it's their sign-in address. To collect another email address, create a contact custom field with the Text type, for example Personal email, and map the question to it.

Note: If you plan to capture Company field data, the contact submitting the form must already be linked to that company in Hubflo. If they're not linked, the company record won't be updated.

Setting up a Hubflo field

When building your form, for any question where you want the answer saved to a contact or company record:

1. Click Add new

2. Under Hubflo Field, choose Contact or Company depending on where the data should be saved

   

3. Pick the specific field from the dropdown

4. Give the question a label your client will understand

   

Repeat for each field you want to capture.

What your client sees

If accessing the form through the Client Portal:

• Their existing information pre-fills automatically

• They can update any values before submitting

• Their record in the Directory updates instantly on submission

If accessing via a public link:

• Fields are blank and clients fill them in from scratch

• If the email they enter matches an existing contact, their record will be updated on submission