Forms sit inside your HubSpot instance, so you'll create the forms that AllianceHub requires and then select them to display. This article describes how to create the necessary forms.
AllianceHub requires two forms — for user profile updates, and for users to contact their account manager. By creating and publishing these now, they will be available to select when you create the relevant pages.
The instructions provided here assume some knowledge of creating HubSpot forms. Please refer to HubSpot's detailed information on form creation here for additional assistance.
1. Create the user profile update form
This form makes it easy for you to keep your partner contacts' details up to date by allowing your logged in users to update their own details, in real time.
Create your form, choosing the embedded form type when prompted, and give it a recognizable name. Include the fields you see below, and set them all to required. Click Update to publish your form.
2. Create the Request call form
This form allows a logged in user to contact the person set as their contact owner in your HubSpot instance, to request that they get in touch.
Create your form, choosing the embedded form type when prompted, and give it a recognizable name. Include the fields you see below, and set them all to required.
Click the Options tab, and select Send submission email notifications to the contact's owner. Click Update to publish your form.
