# HubSpot Field Updates Summary


**Last Updated:** 2025-11-20

**Date:** 2025-11-15  
**Status:** ✅ Code Updated - 7 Fields Need Form Configuration

## Code Updates Applied ✅

### 1. Field Name Corrections

**partner → partner\_\_c** (All Forms)

- `v2/api/collect-lead.php` ✅
- `v2/api/addon-request.php` ✅
- `v2/api/submit-template.php` ✅
- **Reason:** Internal HubSpot property name is `partner__c`

**company_size\_\_c → company_size** (submit-template)

- `v2/api/submit-template.php` ✅
- **Reason:** Internal HubSpot property name is `company_size` (without `__c`)

**business → company** (shiftops-hubspot)

- `v2/api/shiftops-hubspot.php` ✅
- **Reason:** Business name should be sent to Company Name field (`company`)

### 2. New Fields Added

**shiftops-hubspot.php:**

- Added `shiftops_index` field ✅
- Added `grade` field ✅
- Added `company` field (for business name) ✅

## HubSpot Properties Verified ✅

All required properties exist in HubSpot:

**Template Properties:**

- `template_category__c` ✅ (exists)
- `template_type__c` ✅ (exists)

**ShiftOps Properties:**

- `shiftops_index` ✅ (exists)
- `grade` ✅ (exists)

## Remaining Missing Fields

### collect-lead (Tools Lead Collection)

**Status:** ✅ Complete (0 missing fields)

### submit-template (Templates)

**Missing:** 2 fields

- `industry` (needs to be added to form)
- `gclid__c` (needs to be added to form)

**Note:** `template_category__c` and `template_type__c` properties exist but need to be added to form

### addon-request (Pricing Inquiry)

**Missing:** 1 field

- `gclid__c` (needs to be added to form)

### export-workdays (Workdays Export)

**Missing:** 2 fields

- `tool_type` (needs to be added to form)
- `calculation_data` (needs to be added to form)

### shiftops-hubspot (ShiftOps Grader)

**Missing:** 2 fields

- `shiftops_index` (property exists, needs form field)
- `grade` (property exists, needs form field)

**Note:** `company` field is present ✅ (business name sent here)

### lead-capture (Lead Capture Popup)

**Status:** ✅ Complete (0 missing fields)

## Summary

**Total Missing Fields:** 7 (down from 19 after corrections)

**Forms Complete:** 2 (collect-lead, lead-capture) ✅

**Forms Needing Configuration:** 4

- submit-template: 2 fields + 2 properties (template_category**c, template_type**c)
- addon-request: 1 field
- export-workdays: 2 fields
- shiftops-hubspot: 2 fields (properties exist)

## Next Steps

1. ✅ **Code updates completed** - All field names corrected
2. ⏳ **Add missing fields to HubSpot forms** - 7 fields total
3. ⏳ **Add template properties to submit-template form** - template_category**c, template_type**c
4. ⏳ **Add ShiftOps properties to shiftops-hubspot form** - shiftops_index, grade