Deal Properties

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

I have created a freestanding form in Hubspot that is being used to trigger a deal.

How do I auto populate the deal properties with the data from the form submission and the associated contact’s properties?

2

Hi @SDay9,

When someone submits your form and it creates a deal, HubSpot won’t automatically pull in the form answers or contact info into the deal properties—but you can do it with a workflow.

Here’s the quick setup:

  1. Create a deal from the form using a contact-based workflow.
  2. Use a second, deal-based workflow to copy info from the contact to the deal. Just set the trigger (like deal stage or create date), then add “Copy property value” actions to move contact data (like name, company, etc.) into matching deal fields.

That’s it! You might need to create a few custom deal properties first, depending on what you want to copy over.

Best,

Jess

3

Hi @SDay9,

Do you want to create a deal from the form submission or update an existing one?

If you want to create a deal, this is fairly straight-forward:

  1. Create a contact-based workflow
  2. Re-enroll contacts based on form submission
  3. Use ‘Create record’ workflow action to create a deal

If you want to update an existing deal, you’ll have to change the perspective. Updating from a contact-based workflow would update all associated deals (all or all with a certain label) and that’s typically not what you want, especially when they’re multiple deals.

  1. Create a custom deal property, e.g. “Update deal via form submission”
  2. Create a contact-based workflow that enrolls contacts who submit the form, then use the “Edit record” workflow action to update all associated deals to have the value “Yes” in the new property from step 1
  3. In a deal-based workflow, define which deals exactly should be enrolled and updated by the form submission, then use the “Edit record” workflow action to copy values from the associated most recently updated contact, then clear the property value from step 1/2

This second approach is not 100% safe when they’re multiple contacts/deals, so it’s important to test a few cases before relying on it entirely.

Best regards