We’ve been using the Hubspot form as a quote/order request form.
What’s the best way to link the form submission information to a deal?
I can see that emails and notes can be associated with a deal but a form submission cannot.
Hi @infiniteloop,
You’re correct, this is currently not possible. I’m also not aware of any quick and clean workarounds.
(The best thing I can think of would be a custom code action in workflows that logs form submissions to deals as notes. It would require a Operations Hub Professional subscription and some coding.)
Other users already have requested that form submissions should also show up on the deal record: Add/associate form submission activity with deal along with contact
The product team reviews these requests based on popularity and demand. I’d recommend upvoting and commenting.
Best regards!
Hi Karsten,
Is your response still in effect in 2024?
Thanks!
So, it is now 2026. In 2022 this issue was raised and thus far Hubspot has done nothing to address it. Great, thanks Hubspot… I wish you put as much effort into helping customers as you do upselling. You’d have an amazing product!
Hey @RCopenhaver - we appreciate you following up here!
We definitely hear the frustration. As this Ideas Forum post points out, you’re not alone in the need for this functionality. With that said, I’d like to point out that our Product Team provided an updated on this Idea as of a little less than a month ago:
"This isn’t something we’re actively working on right now, but it is closely related to an upcoming roadmap initiative: Using Deal Properties in Forms.
As we begin that work, we’ll be reviewing the full scope of deal-related form needs, and this request will be considered as part of that evaluation. The scope of the initiative is still being defined, so I’m not able to commit to a solution yet.
Once the work kicks off and we have clarity on what will be included, I’ll share an update here."
We definitely recommend continuing to upvote this idea and expand how you and your team would like to see it function as our team works to provide a more robust experience for our users!
Shane, Senior Community Moderator
I also wish this was a current feature. Here is a workaround we use, assuming the Contact is asssociated with the Deal:
- Create duplicate Deal properties for the Contact properties in the Form
- Create a workflow to copy this property over
- Trigger: when form submitted OR when specific property is known
- Action: Copy property value - Contact > Deal
I hope this helps!
Hey! thanks for this workaround, it works! However, the default option in Hubspot is that it updates all deal properties associated with the contact. Sometimes we get customers who fill out a form twice in a row (with different data) to apply for a service, thus creating 2 deal records. What happens is that the older record gets overwritten with data from the new one. Just wondering if you’ve encountered the same case and have found a way to fix?
This would be super helpful for us to track RFP/RFI activity. I would like to have the deal owner fill out a form where they provide information related to the RFI/RFP and then ti that back to the deal.
Thanks - AndrewinKC
Hi @AndrewinKC,
Thank you for your product feedback! I appreciate you explaining how this feature would help you out 
I would encourage you to add this feedback to this existing idea and upvote it to show your support. Our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality or change.
Best,
Kristen
I Strongly agree with this function. I have a lead form on my website which is linked to Hubspot. Once I’ve contacted the lead and qualified them and we are discussing next steps, I want to be able to send a second form as a questionnaire to build out a more detailed proposal. It would be great if I could send the Hubspot form to the client, have them fill it out and its automatically logged to the Deal.
Hi @ShoemakerFilms,
Thank you for sharing your product feedback!
If you haven’t done so yet, I would recommend adding this feedback to this existing idea in the Ideas Forum and upvoting it to show your support. Our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality.
Thank you,
Kristen
This would be an amazing way to gather information for a deal
Are there any API endpoints available for form submissions to use in custom coding // also if not - @karstenkoehler . can you share more details about how we can log as a note in Deals?