π New: Hubflo Fields in Forms
New Feature
You can now link form questions directly to Contact and Company fields from your CRM β including both native and custom fields (text & date).
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Hereβs what you can do:
β’ Pre-fill forms with existing CRM data when your clients are logged into the portal
β’ Let clients review and update their info directly in the form
β’ Have their data automatically updated in your CRM after they submit the form π―
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Even on public forms, if the clientβs email matches an existing contact, their info will be updated!
π οΈ Works with native fields like Name or Phone, and custom fields (text & date only).
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π Learn how it works hereΒ
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