Deal does not get updated after filling out a form again.

TWrage — Thu, 24 Jun 2021 06:12:30 GMT

Problem is the following:

The Portal is working with multiple deal stages. The procedure is as follows:

A visitor on the page is filling out a form. This form submission then comes into one of the customer's excel sheets. This excel sheet is then checked by Zapier, and when there is a new contact on the list, zapier is creating the contact in the HS CRM.

In the next step a deal is created and associated with that contact.

At some point where there is no interaction of the contact anymore, the deal runs into the "follow up" stage.

Now here is where the issue begins:

When at this point this contact fills out the form again, his contact record does not get updated, because he already exists in the CRM and the integration doesn't change anything in his contact record.

However the whole point of this stage is to include deals who's contact's didn't show any interaction in the last 80 days, so it would be helpful to have an automation that moves a deal from the follow up stage back into the initial deal stage.

Betreff: Deal does not get updated after filling out a form again.

franksteiner79 — Thu, 24 Jun 2021 07:08:26 GMT

Hi @TWrage

I might be missing some context here, but why the detour from form submission -> Excel -> Zapier -> HubSpot?

Are you (or the customer) not using HubSpot forms? By using HubSpot forms you can essentially drop the -> Excel -> Zapier steps and data ends up in HubSpot straight away.

You are saying "When at this point this contact fills out the form again, his contact record does not get updated, because he already exists in the CRM and the integration doesn't change anything in his contact record." My question, if he is filling the same form, with the same questions - what is there to update? Considering the form submission -> Excel -> Zapier -> HubSpot process you described, I'd assume this has something to do with you Zapier rules, but can only guess at this stage. Again, I'm not sure why the -> Excel -> Zapier steps exist, but using HubSpot forms would tell you the contact submitted the form again. But as I said if it is the exact same form with the same questions, there wouldn't be any data to update.

As for the deal stages themselves, these should be actions you have carried out - called / qualified / demo delivered / etc. - and deals should ideally move one-way and not back. I don't know what other stages are being used and what the overall pipeline looks like.

Last but not least, if I'm understanding the use case correctly. Contact & deal run into a "follow up" stage when inactive for a certain amount of time.

How does a form submission (usually a marketing or services tool) relate back a deal activity, conceptually speaking. I'd be more inclined to look at why and how contacts with deals go 80 days without engagement? Are we creating deals too early? What follow processes do we have?

Cheers

Frank

topic Deal does not get updated after filling out a form again. in CRM & Sales Hub | Fragen, Tipps & bewährte Methoden

Deal does not get updated after filling out a form again.

Betreff: Deal does not get updated after filling out a form again.