🚀 New: Hubflo Fields in Forms

New Feature

You can now link form questions directly to Contact and Company fields from your CRM – including both native and custom fields (text & date).

 

Here’s what you can do:

• Pre-fill forms with existing CRM data when your clients are logged into the portal

• Let clients review and update their info directly in the form

• Have their data automatically updated in your CRM after they submit the form 🎯

 

CleanShot 2025-04-07 at 14.32.28@2x

 

Even on public forms, if the client’s email matches an existing contact, their info will be updated!

🛠️ Works with native fields like Name or Phone, and custom fields (text & date only).

 

👉 Learn how it works here