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Gikko Mobile

https://www.gikko.net/
Robyn, Project Manager at Matogen DigitalIan Parsons, Head Chef at Matogen DigitalLaura Hurley, Designer, UX and Engagement Specialist at Matogen DigitalDavid Mundell, Developer at Matogen DigitalXoliswa Shandu, Matogen DigitalJohnny Sheridan, Sales Boss at Matogen Digital
From the list: Ad-hoc

✔ Connect the onboarding / sign up form to Hubspot

Robyn added this on
Completed by Xoliswa S.
Assigned to
Xoliswa Shandu, Matogen Digital Xoliswa S.
Due on
Notes

Comments & Events

Ian Parsons rescheduled this to-do
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Ian Parsons, Head Chef at Matogen Digital Ian Parsons, Head Chef
Robyn, Project Manager at Matogen Digital Robyn I've set up the connection, but note that Rodney will need to create custom fields in HubSpot for the following:
  • Company registration number
  • National ID
  • Service required (with following options)
    • SMS
    • WhatsApp for Business
    • Email
    • USSD
  • Do you want to integrate with our platform via API?
    • Yes
    • No
    • I'm not sure and would like advice
  • Sender name / ID
Robyn, Project Manager at Matogen Digital 🙌
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Robyn, Project Manager at Matogen Digital Robyn, Project Manager
Ian Parsons, Head Chef at Matogen Digital Ian  Rodney said all the fields are working with exception the drop down / multiple choice, I told him that I think you still need to do something to make it work so can you confirm that is the case or let me know what to do next - (sign up form = gravity form option) 
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Ian Parsons, Head Chef at Matogen Digital Ian Parsons, Head Chef
Thanks Robyn, Project Manager at Matogen Digital Robyn  - yes, I need to map those fields on the GravityForms form. 
Robyn, Project Manager at Matogen Digital 🙌
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Ian Parsons, Head Chef at Matogen Digital Ian Parsons, Head Chef
Sorry Xoliswa Shandu, Matogen Digital Xoliswa - I see we still need to map 
  • Company registration number
  • National ID
Would you do this on the signup form, please? 
Robyn, Project Manager at Matogen Digital 🙌
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Xoliswa Shandu, Matogen Digital Xoliswa Shandu
Sure thing Ian Parsons, Head Chef at Matogen Digital Ian  
Robyn, Project Manager at Matogen Digital 🔥
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Xoliswa Shandu, Matogen Digital Xoliswa Shandu
Hey Robyn, Project Manager at Matogen Digital Robyn ,

I've added the 
  • Company registration number
  • National ID
You may test the form signup. 
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Xoliswa Shandu, Matogen Digital
Xoliswa Shandu completed this to-do.
Robyn, Project Manager at Matogen Digital 🙌
Robyn, Project Manager at Matogen Digital Robyn, Project Manager
Xoliswa Shandu, Matogen Digital Xoliswa I can see my tests have made it in but its giving this validation error - not sure if that's something that Rodney at Gikko needs to fix or something for us to do - please let me know what you need to move forward with this - screenshot of issue below
Screenshot 2024-10-03 at 11.59.49.png 157 KB • Download
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Xoliswa Shandu, Matogen Digital Xoliswa Shandu
Hey Robyn, Project Manager at Matogen Digital Robyn , I think we may check what options are expected on Hubspot side? Maybe the form and hubspot are not aligned? 

The form has Yes/No/I'm not sure and would like advice. Please let me know what Hubspot reflects as expected value?
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Robyn, Project Manager at Matogen Digital Robyn, Project Manager
Xoliswa Shandu, Matogen Digital Xoliswa  thanks, I am not sure as I didnt set up Huspot, Rodney did so I will need to check how he did this and have no idea - I will see if I can see where he did this, if not, I will start a convo with him, you and me to get this figured out - thanks so much (ps I would usually just give you a login but I am not sure if there's a cost so we can close that loop soon too) x
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Xoliswa Shandu, Matogen Digital Xoliswa Shandu
Alright, not a problem Robyn, Project Manager at Matogen Digital Robyn  . You'll let me know what you fine. Thank you
Robyn, Project Manager at Matogen Digital ❤️
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Robyn, Project Manager at Matogen Digital Robyn, Project Manager
The great news is I think I found the problem in Hubspot - seems like Rodney left out one of the options so I found where that happens (praise be haha) and will submit another test x hopefully we can move on x
Xoliswa Shandu, Matogen Digital Awesomeness
Xoliswa Shandu, Matogen Digital 🎉
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Robyn, Project Manager at Matogen Digital Robyn, Project Manager
Righteo, we are golden - just need to wait for Rodney to let us know, but I am not spotting any issues anymore. CC'd you on my email to him and asked if we can give you access.  Thanks Xoliswa Shandu, Matogen Digital Xoliswa  !
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