Adding a field to a form from Deal Property

[JGray30]

I have created a Form using Marketing, then Lead Capture, form. I have added my fields that are avaialable all appear to be contact fields. The one field that I need on the form is one created under Deal Properties called unique ID No (the reseller sales person ID number, specific to them).

So when my form comes in, it creates a record and then creates a deal. However, unless the Unique ID No doesnt appear on the deal created I have no idea who that reseller sales person is.

Any ideas how I can get round this

[Jigar_Thakker]

@JGray30

In HubSpot you can add contact properties in the form fields and once you collect the data you can use workflows to map your contact properties to your deal properties

Let me know if you have any follow-up questions.

[Lucila-Andimol]

Hey @JGray30

If you are not seing your ID property from companies here

and if Sales persona can only have 1 ID

you can create a custom Contact property

put this property in the form

then copy the ID from the reseller into the company or directly into the Deal

(you can uso a WF to do this or an app like Zapier)

Hope this helps

[JGray30]

All resolved, its in the workflow as mentioned. I can add a property and copy from Contact Property to Data Property. Thanks everyone

[andreasintrow]

Hi @JGray30, @Lucila-Andimol, @Jigar_Thakker,

This is indeed a painfull process.
With Introw we’re solving this pain with an app on top of HubSpot.

It allows resellers to:

• Register a deal via a partner portal or public form
• Approval flow for your team with optionally AI channel conflict resolution.
• Automatically creating the deal in your CRM with the right partner attribution (via custom property, company association or custom object).
• Automatically adding the unique partner ID of the submitter if needed with hidden fields

Apart from that Introw is a full PRM (partner relationship management) that deeply integrates with HubSpot. You can create an account here and connect your HubSpot.

Andreas Geamanu

CEO @ Introw | 1 Partner Portal on top of HubSpot

Connect on LinkedIn

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