topic Re: Automations - Connecting Form to Existing Deal in Sales Hub Tools

Automations - Connecting Form to Existing Deal

ARobinson58 — Sat, 27 May 2023 16:51:23 GMT

Is there a way to automate a form completion to an existing Deal? For example, we have a contact in the Interested Stage of a Pipeline and they complete the Registration form later. When they complete that form, can it connect the current interest deal/stage and move them to registered stage. Right now, we have it putting them in the Registration Stage but then I have duplicates - they are in the interest stage and registration stage vs connecting the two.

Re: Automations - Connecting Form to Existing Deal

DianaGomez — Mon, 29 May 2023 16:39:35 GMT

Hi @ARobinson58,

Thank you for reaching out to the Community!

I wanted to tag in a couple of subject matter experts to see if they have any input on this matter:
hi @jolle, @deepikaverma, @Phil_Vallender do you have any advice for @ARobinson58 ?

Thank you!

Best,

Diana

Re: Automations - Connecting Form to Existing Deal

HFisher7 — Mon, 29 May 2023 18:35:44 GMT

@ARobinson58 (& @DianaGomez) - Within the workflow you have which currently creates a deal in the registration stage of your pipeline when a contact submits the Registration form, you could add in an 'if/then' action as the first step post-enrollment.

This action can look to see if the contact is already associated to a deal in the 'Interested' stage and, if so, update the deal stage of that existing deal. If a deal in that stage does not already exist, the other branch can create the deal.

Something like this:

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Hannah Fisher | HubSpot Platform Consultant @BabelQuest - Elite HubSpot Partner

Re: Automations - Connecting Form to Existing Deal

jolle — Tue, 30 May 2023 13:32:05 GMT

Thanks for the mention, @DianaGomez! And great question, @ARobinson58!

@HFisher7's suggestion is awesome and should get you what you need here! If there are any other stages the deal could be in prior to a registration form submission (i.e., anything before the Registration stage), be sure to factor those into your if/then branch. It could also be worth adding an internal notification or task step as well to let the deal owner know that the deal was moved ahead and to confirm the details, if needed.

Hope everything goes smoothly with the buildout!

Re: Automations - Connecting Form to Existing Deal

ARobinson58 — Tue, 30 May 2023 17:21:55 GMT

Thank you! I'll try this now.