I have a workflow I’m trying to build out involving a few steps, curious for feedback on it and whether there’s a better way.
I want to build a form for a primary contact at a company to share with their staff to register for training sessions. I want each customer to receive a unique URL that they can share with their staff that pre-populates the company name into a hidden field, so that a workflow can add that person as a contact on the right company.
Here’s the rough flow I’ve built so far:
- Form has first name, last name, email, and company (hidden field)
- Pass the company name into the URL via a parameter, e.g.: https://hsforms.com/form-id?name=Company Name
- URL sent to staff members
- When link is clicked, form pre-populates the hidden field with the appropriate Company record name
- After submission, runs a workflow to create a Contact under the associated Company
With that contact created, we have them in our CRM and can run other automations from there.
Is there an easier way to do this? Is there a method for generating company-specific unique URLs?