I’ve been asked to set up a link from another system to add some contacts into their Hubspot account. I’m new to hubspot, and I suspect I need to ask for a bit more information in order to achive this. Wondered if someone would be kind enough to take a couple of minutes to indulge my understanding…
As well as name and email address, I’ve been asked to send a couple of custom pieces of information about the person. How can I provide these? Does the account owner need to have set up some custom fields and named them?
I’ve set up a hubspot account so I can test this, and see that the Lead Flow form only allows me to provide 4 fixed fields - how can I set up somethign with other contact details to map into this?
Really appreciate any pointers to get started. I promise I have looked at the docs, but don’t see a really basic ‘getting started’ guide to get me on my feet.
Thanks all and have a great New Year!