Creation of multiple deals with same email address in HubSpot

Data Hub 💬 RevOps Discussions
1

Hi,

I want to creat the multiple deals from hubspot with same email address which can sync to salesforce org. I have deactivated the duplicate rules in my salesforce org. The form gets submitted without any sync error in hubspot but don’t show up in salesforce when creating the deal for second time with same email address.

please assist how can i get the deal record in salesforce when there is already same lead in salesforce but different details.

Thanks in advance!

2

Hi @HPanwar8,

Thanks for reaching out to the Community!

Would you be able to please elaborate on how you’ve implemented the email field in your HubSpot deal records? Did you create a custom email field? Are these deals associated with contacts?

The more information and screenshots you can share on your current CRM records configuration, the better the community can assist.

Thank you!

Best,

Kristen

3

@kvlschaefer , I am using email field on form which is standard HubSpot field as shown in attached screenshot.Yes, these deals associated with contacts.

HPanwar8_0-1677765039861.png
HPanwar8_0-1677765039861.png999×634 46.8 KB

when a form is submitted from HubSpot it actaully creats the lead, opportunity and contact in salesforce through the salesforce custom code which takes the lead details comming from Hubspot and then converts to contact, account and opportunities, My requirement is to create multiple or duplicate opportunities keeping the contact same if it already exists in salesforce.

Currently, when i fill the form second time with same email as submitted for first time, It only updates the contact fields and don’t creates the new opportunity.

Please Assist me so a new opportunity is created everytime an exiting user fills the form with same email address.

Thanks!

4

Hi @HPanwar8,

Thank you for the detailed information and screenshot!

I would like to invite our subject matter experts to see if they have advice.

Hi @noahmckeon, @LaurenRyan, @Aakar - Do you have any Salesforce configuration recommendations for @HPanwar8?

Thank you!

Best,

Kristen

5

Hey @HPanwar8 - I’d recommend one of two options:

  1. Use a HubSpot Workflow to create deals instead of the custom code. This can be easily managed in HubSpot to create deals based on the same triggers you’re sending to Salesforce. It will also easily enable this to create these records every time they should qualify rather than relying on this initial create command.
  2. Use HubSpot Form Submissions to trigger deal creation in Salesforce. You can sync form submissions through the activity sync in the integration settings and then use a Salesforce Flow (or other automation) to create a Salesforce Opportunity based on the Form Submission.