FT 01Future training — not an approved process

Forms and registration handling

Capturing registrations and routing them.

Purpose and outcome

Why it matters. Forms collect registrations and populate contact properties such as Associated Communities.

Expected outcome. Awareness only. A full SOP will be written after training and configuration are confirmed.

Prerequisites and access

  • Website integration
  • Required field decisions

Key concepts

Status

This topic was mentioned in training but no complete operating procedure was established. Don’t treat anything here as configured or approved.

Needs confirmation
Needs dedicated training, configuration and approval.

Sources and items needing confirmation

  • From training· ~45:47Caivan | HubSpot Marketing Training, Sep 28, 2026 (recording transcript)
Needs confirmation
  • Everything on this page.

Account configuration described in training reflects September 28, 2026 and may have changed.