How to send a lead from the client name and email

  • Profile Image
    nadlancapitalgroup
    Asked on October 26, 2020 at 09:07 PM

    Hi

    I read this post:

    https://www.jotform.com/answers/1098784-Dynamically-populating-Reply-To-field-with-user-provided-email


    I need to send the lead from the client name and email so Hubspot will need create a company and contact that are wrong


    See screenshot:

    https://gyazo.com/dcd2f60f7ebc2ff931543239214c1aa2


    How do I do that?


  • Profile Image
    Vick_W
    Answered on October 27, 2020 at 12:15 AM

    Hi there,

    If I understood correctly you want to pass the email address and company name to HubSpot contacts. To do this first you have to integration Jotform and Hubspot. Please follow the guide below for this.

    https://www.jotform.com/help/551-how-to-integrate-jotform-with-hubspot-crm

    While integration you can map the fields like this.

    1603771932_5f979e1c90056_

    Here is the result after a test submission.

    1603772089_5f979eb968e30_

    In case if you are referring to something else then please ask your question in as much detail as you can so we can provide assistance accordingly.

    Thanks.

  • Profile Image
    nadlancapitalgroup
    Answered on October 27, 2020 at 01:09 PM

    Hi

    What you sent is for creating the contact

    The problem is that Hubspot are using the from email as the contact and not that integration

    I have already set that integration but still Hubspot s using the from email

    You can read all about this issue here:

    https://docs.google.com/document/d/15MlrEii_WqXf33l90VjfiHNAYO4CFC0iT7q6bOb5MSw/edit?usp=sharing

    I am a paying customer both with Jotform and Hubspot





  • Profile Image
    nadlancapitalgroup
    Answered on October 27, 2020 at 01:11 PM

    And what you described doesnt do that for the ticket

    The ticket is using the from email

    Thats the problem

    Please look at the document that I sent


  • Profile Image
    nadlancapitalgroup
    Answered on October 27, 2020 at 01:48 PM

    I dont understand how your integration works - it doesnt add anything to the contact

    The contact is being created automatically from the from email - the from email is apply at nadlancapitalgroup.com


    So all conversations have nadlan capital group as company and they use the contact:

    Nadlan Capital Group:

    see screenshot:

    https://gyazo.com/665e37f7a742d1c2fee6a2010e4d4f2e


    I have this integration set - what am I missing?

    5e2bb0fe7790795dbd1d44510c7a1738.png

    https://gyazo.com/5e2bb0fe7790795dbd1d44510c7a1738


    This is how i send the leads to Hubspot - I send them via email - is that wrong?

    3eafe7884f745ad24c13f8e133f6c8bf.png

    https://gyazo.com/3eafe7884f745ad24c13f8e133f6c8bf


    The sender email is fixed - i cant change it:

    42861d11a643bb1a82496d9dd1c67c5c.png

    https://gyazo.com/42861d11a643bb1a82496d9dd1c67c5c


    This is the auto responder:

    5df85a99e2a0fb7b53711b15728f9caa.png

    https://gyazo.com/5df85a99e2a0fb7b53711b15728f9caa



  • Profile Image
    nadlancapitalgroup
    Answered on October 27, 2020 at 03:08 PM

    It seems like the contact is being created but Hubspot is still using the from email in the settings and messes everything up


    I had to manually look for that contact and attach it:

    https://gyazo.com/3df058b66262c56f91ca482454662024


  • Profile Image
    Welvin
    Answered on October 27, 2020 at 06:46 PM

    When you set up the integration, you do not need to provide the Hubspot email in the notification email settings. You can either delete the notification email or change the recipient to your email address, so you'll receive it instead of sending it to Hubspot.

    1603838699_5f98a2eb41f70_

    If you want to keep the email method, you should remove the Hubspot integration.

    Thanks

  • Profile Image
    nadlancapitalgroup
    Answered on October 27, 2020 at 09:28 PM
    I tried that before and it didn't create a conversation
    Just contact
    How do i make it create a conversation?
    ...
  • Profile Image
    Vick_W
    Answered on October 27, 2020 at 10:58 PM

    Hi there,

    I'm looking into this for you and will get back to you shortly.

    Thanks

  • Profile Image
    Vick_W
    Answered on October 27, 2020 at 11:12 PM

    Hi Again,

    Thank you for providing the complete workflow of your form. Please note that the HubSpot integration is set up to create Contacts only. So it will not start a conversation. Here is the expected result of another test submission on a clone of your form:

    1603854168_5f98df58471fc_

    The reason that your company name keeps on showing up in the conversation because the sender of the notification email is set up to be your company email address.

    1603854315_5f98dfebcbb7b_

    The receiver of the email is your Hubspot email address.

    1603854430_5f98e05ef2599_

    You can see your sender email address set up in your form as a contact name and email address in the conversation in Hubspot.

    1603854648_5f98e138a1ea4_

    Let us know if you have any questions or concerns.

    Thanks.

  • Profile Image
    nadlancapitalgroup
    Answered on October 28, 2020 at 09:28 PM
    Hi
    You just explained to me what I already know
    Before switching to JotForm we used Ninja Froms, and they allow to have the
    sender as the client, so we had no such issues
    Unfortunately you just explained to me the problem - I know what the
    problem is and I know why its being caused - I explained that in the
    document that I sent
    I need a solution otherwise JotForm is useless with HubSpot
    ALl I need it to allow the sender to be dynamic - to be the account email -
    but you dont allow it
    ...
  • Profile Image
    Vick_W
    Answered on October 28, 2020 at 11:49 PM

    Hi there,

    Unfortunately, the sender email for notification emails can not be dynamic. Because it can not be populated from the data entered in the form. You can either add your own Sender Email or user JotForm default sender email addresses.

    JotForm and HubSpot integration is not involved in the method that you are trying to use.

    However, I've done some testing through Zapier. I've connected JotForm and HubSpot and I do see an option to open a ticket in HubSpot. They don't have the option of sending an email either. But other options like creating a company, contact etc are available.

    1603942740_5f9a39543ca0d_

    If you prefer then please try it and let us know if you have any other questions or concerns.

    Thanks.

  • Profile Image
    nadlancapitalgroup
    Answered on October 29, 2020 at 04:28 AM
    I tried using Zapier for creating a ticket but JotForm didn't pass enough
    information to allow that so it's not possible
    ...
  • Profile Image
    Vick_W
    Answered on October 29, 2020 at 05:50 AM

    Unfortunately, the way you are trying to use the form notification emails, it will not create new contacts in HubSpot using form submitter information. It will always use the sender email and the sender email is set up as your email address in JotForm.

    Thanks.