How do I set up my CRM to automatically create a deal when a contact is created or a form is submitted?
Also, how can I have properties that are on all contacts or deals, be on a form? So that when a form is submitted it will fill in those properties on their contact page or deal?
Hi @Rigden
In order to automatically create a deal when a contact is created, you will need access to workflows - which is a Pro feature.
You can customise forms with any contact properties you wish, but deal properties can not be added to a form directly - mainly because their could be many deals related to the person submitting the form. If you want form data to be put on a deal (every deal?) then you will have to capture it as custom contact properties firstly, then use workflows again to copy them to the deal.
Hope this helps.
Hi Phil,
Is this a marketing or sales pro feature? Trying to determine if having both will be necessary for my team.
hi @gmparson
Welcome to the Community!
Workflows functionality is available for:
| Marketing Hub Professional, Enterprise |
|---|
| Sales Hub Professional, Enterprise |
| Service Hub Professional, Enterprise |
You can find more information about this here.
I hope this helps
Best
Sharon
Hello Phil,
But this logic that means everytime we want to collect any information for a deal we are going to need to create the property in contacts then create the property in deals. Then create a workflow to copy the information from contacts to deals.. Seems like duplicating the work honestly? Or with the custom field it doesnt create a permanent property in contacts?