Before You Begin:

• Please search HubSpot to confirm the hospital and/or contact does not already exist. 

• Be sure to gather key info like hospital name, location, website, and contact details (name, email, title, phone).

📝 Form Guidelines:

• Fill out all required fields as completely and accurately as possible.

• If the hospital has multiple contacts, submit this form once for the primary contact, then add others manually or notify the CRM team if you need help.

• Use proper capitalization and formatting (e.g., "Main Street Veterinary Hospital" not "main street vet" or "MAIN STREET VET").

🔗 After Submitting:

Once you’ve submitted the form, visit HubSpot to:

• Verify the company and contact records were created. Sometimes they don't automatically connect, especially when generic email addresses are used (gmail, hotmail, etc)

• Ensure the contact is associated with the correct company.

• Add any relevant notes or custom properties for context.

Maintaining clean data ensures better visibility for our sales, service, and marketing teams. Thank you for your attention to detail!