You can now link form questions directly to Contact and Company fields in Hubflo – including both native fields and custom fields (text or date types). This allows you to:
Pre-fill forms with existing data from your CRM
Update those fields automatically when the form is submitted
1. ✍️ How to create a Hubflo Field question?
2. 🔄 What happens for the client?
3. 📋 Supported fields
4. 🛠️ FAQs
✍️ How to create a Hubflo Field question?
When building a form:
Add a new question
Choose “Hubflo Field” type
Select whether it’s a Contact or Company field
Pick a field from the dropdown – native or custom (text & date only for now)
Customize the label visible to your client
🔄 What happens for the client?
If the client is logged in to the client portal:
The form will be auto-populated with their Contact and Company info (if available)
They can edit the pre-filled values
Once they submit the form, the data is automatically updated in your CRM
If the form is shared via a public link and the client is not logged in:
No auto-population happens, even if their data exists in your directory
But if they fill in their email and it matches an existing contact, their info will still be updated after submission
📋 Supported fields
You can use:
Native fields (e.g. Name, Address, Phone, etc.)
Custom fields (only text and date types for now)
Some examples:
Contact fields: Name, Phone, LinkedIn, Custom text field…
Company fields: Name, Website, Registration Number, Custom text field…
🛠️ FAQs
Can I edit the field label?
Can I edit the field label?
Yes – it only changes how the question appears on the form. The actual field in Hubflo stays the same.
Will the form update existing records?
Will the form update existing records?
Yes, if the contact or company already exists, their profile will be updated with the new info.
What if the contact or company doesn’t exist yet?
What if the contact or company doesn’t exist yet?
If the contact doesn’t exist and the form is public, Hubflo will create a new contact automatically.
If the company doesn’t exist, it won’t be created automatically. You’ll need to create it manually based on the form answers.
What if a client leaves a field blank?
What if a client leaves a field blank?
We won’t update anything. Only submitted answers trigger updates in the CRM.
What if someone changes a field in Hubflo before the form is submitted?
What if someone changes a field in Hubflo before the form is submitted?
No worries – we only update the field after the form is submitted. No values are overwritten beforehand.
Can I use all field types?
Can I use all field types?
Not yet – for now, only text and date custom fields are supported.