How to Create a contact-based workflow that triggers when a contact fills out the meeting form that will automatically create a deal in the lead-in stage
Hi @MAlidina,
Happy to help here. You would enroll contacts based on ‘When filter criteria is met’. Under ‘Form submissions’, you’ll find meeting links, too. You can then use the ‘Create record’ action to create your deal.
Make sure to enable re-enrollment as shown if you want repeated meeting bookings to create deals every time.
Let me know if you have any follow-up questions!
Hi Karstenkoehler,
Thank you for your help, and I am sorry for the late reply.
I think I was able to create the form like you showed
Can you confirm?
Also, how can I copy my form answers to the deal to fill in the data required for my calculation property
This is what I am trying to do
5. Create a contact-based workflow that triggers when a contact fills out the meeting form that will automatically create a deal in the lead-in stage
The contact based workflow should be set to trigger when a contact fills out the form on the meeting link you created.
The action after the trigger should be to create a record of type deal in the “lead-in” stage of the GETFIT sales pipeline.
This action step should also copy the Contact number properties collected from the meeting scheduling form ( “# of Months you will Dedicate to GETFIT” & “Monthly Coaching budget”)
to the duplicated Deal properties of the same name that you created in step 3.
@MAlidina if you chose the event-based trigger and not ‘When filter criteria is met’, as I described in my previous reply, then this workflow will only create deals starting with the moment you turn it on. If that’s okay for you, it’s fine.
@MAlidina wrote:
Also, how can I copy my form answers to the deal to fill in the data required for my calculation property
You can specify all of this in the left sidebar of the ‘Create record’ workflow action:
Best regards
Hi Karsten,
I tried to follow your image but can’t find how to add new criteria or actions that will create a record of the type of deal in the “lead-in” stage on my new Pipelines.
Aslo, how can I make sure that this action copy the contact Contact number properties collected from the meeting scheduling form
@MAlidina you should see the “Create record” action here:
The properties can be copied over as shown in my previous reply: https://community.hubspot.com/t5/CRM/Create-a-contact-workflow-with-a-trigger/m-p/1073536/highlight/true#M153429
If you’re getting stuck, please share a screenshot of where you’re getting stuck exactly.
Hi Karsten,
I tried to follow your image but can’t find how to add new criteria or actions that will create a record of the type of deal in the “lead-in” stage on my new Pipelines.
Aslo, how can I make sure that this action copy the contact Contact number properties collected from the meeting scheduling form
@MAlidina it looks like you found the copy action. I think the misunderstanding might be that you need to first create fields on the deal object before you can copy into them. For example, if you want to copy “# of Months you will Dedicate to GETFIT” from contact to deal, then you also need to create the field “# of Months you will Dedicate to GETFIT” on the deal object. You can then copy from and to. Does that answer your question?
@MAlidina you need to create each property that you want to copy from/to both on the contact and the deal.
Got it, thanks