# Automatically Create Deal When Contact Is Created

**URL:** <https://community.hubspot.com/t/automatically-create-deal-when-contact-is-created/17025>\
**Category:** CRM\
**Tags:** object, contacts\
**Created:** [November 3, 2019, 3:58pm UTC](https://community.hubspot.com/t/automatically-create-deal-when-contact-is-created/17025 "2019-11-03T15:58:29Z")\
**Posts on this page:** 5\
**Page:** 1

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**Author:** ![Rigden](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/rigden/32/102945_2.png) [@Rigden](https://community.hubspot.com/u/Rigden)\
**Post date:** [November 3, 2019, 3:58pm UTC](https://community.hubspot.com/t/automatically-create-deal-when-contact-is-created/17025/1 "2019-11-03T15:58:29Z")

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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?

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**Author:** ![Phil\_Vallender](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/phil_vallender/32/48924_2.png) [@Phil\_Vallender](https://community.hubspot.com/u/Phil_Vallender)\
**Post date:** [November 3, 2019, 8:47pm UTC](https://community.hubspot.com/t/automatically-create-deal-when-contact-is-created/17025/2 "2019-11-03T20:47:33Z")

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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.

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**Author:** ![gmparson](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/gmparson/32/32521_2.png) [@gmparson](https://community.hubspot.com/u/gmparson)\
**Post date:** [January 10, 2021, 9:21pm UTC](https://community.hubspot.com/t/automatically-create-deal-when-contact-is-created/17025/3 "2021-01-10T21:21:58Z")

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Hi Phil,

Is this a marketing or sales pro feature? Trying to determine if having both will be necessary for my team.

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**Author:** ![sharonlicari](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/sharonlicari/32/101479_2.png) [@sharonlicari](https://community.hubspot.com/u/sharonlicari)\
**Post date:** [January 11, 2021, 1:49pm UTC](https://community.hubspot.com/t/automatically-create-deal-when-contact-is-created/17025/4 "2021-01-11T13:49:14Z")

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hi @gmparson

Welcome to the Community!

Workflows functionality is available for:

| [Marketing Hub Professional, Enterprise](https://legal.hubspot.com/hubspot-product-and-services-catalog) |
| --- |
| [Sales Hub Professional, Enterprise](https://legal.hubspot.com/hubspot-product-and-services-catalog) |
| [Service Hub Professional, Enterprise](https://legal.hubspot.com/hubspot-product-and-services-catalog) |

You can find more information about this [here](https://knowledge.hubspot.com/workflows/get-started-with-workflows).

I hope this helps

Best

Sharon

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**Author:** ![ktg](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/ktg/32/86357_2.png) [@ktg](https://community.hubspot.com/u/ktg)\
**Post date:** [February 19, 2021, 10:17am UTC](https://community.hubspot.com/t/automatically-create-deal-when-contact-is-created/17025/5 "2021-02-19T10:17:25Z")

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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?