---
title: "Sync forms with the Hubflo Directory"
description: "When a client fills out a form, Hubflo can save their answers directly to their contact or company record."
url: https://support.hubflo.com/fr/articles/11035331-sync-forms-with-the-hubflo-directory
collection: "Formulaires"
updated: 2026-08-31
language: fr
alternates: [en]
---

# 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.

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](https://support.hubflo.com/en/articles/11385656-getting-started-with-the-hubflo-directory.md#h_55ca313908). You can map form questions to:

**Native fields** (built into Hubflo)

-   Name, Email, Address, Phone, Company Website
    

**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 →](https://support.hubflo.com/en/articles/8613085-create-and-manage-custom-fields.md)

**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](https://support.hubflo.com/en/articles/10335671-create-and-manage-hubflo-forms.md), 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
    
    ![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133142_3069.png)
3.  Pick the specific field from the dropdown
    
4.  Give the question a label your client will understand
    
    ![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133142_8398.png)

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
    

![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133142_4037.png)

### 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
    

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