Hubflo Fields allow you to connect form questions directly to your Contact and Company fields—both native and custom. This means your forms can:
Pre-fill with existing CRM data
Auto-update your contact and company records when submitted
Hubflo Fields help you:
Automate CRM updates
Keep contact and company records current
Eliminate manual data entry for your team
How to Create a Hubflo Field Question
To link a form question to your CRM:
Click Add new
Select Hubflo Field as the question type
Choose whether it’s a Contact or Company field
Pick a field from the dropdown – supports both:
Native fields (like Name, Phone, Website)
Custom fields (text and date only, for now)
Supported Fields
You can map any of the following:
Native Fields (prebuilt in Hubflo)
Name
Email
Address
Phone
Company Website
Custom Fields (text and date only)
Custom notes
LinkedIn profile
Registration number
Onboarding date
Client tier or status
Supported types:
Text
Date
Support for dropdowns and other custom field types is coming soon.
What Happens for the Client?
If the client is logged into the Client Portal:
The form will auto-populate with data from their CRM profile (Contact/Company)
They can edit these values before submitting
Any updates will automatically sync back to Hubflo
If the form is shared via a public link (and the client is not logged in):
Fields will be blank, even if Hubflo already has their info
If the client enters an email that matches an existing contact, their data will still be updated after submission