Form Submissions to Deals Report

Smart CRM & Sales Hub Dashboards & Reporting
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1

Hello,

I am trying to create a report where I can track when a specific form is submitted and their contact has a deal associated with it. I eventually want to see how many people who have submitted a form on our website actually turn into a deal and weed out any inelligible contacts.

Thanks!

2

Hi @SHanegan,

This is unfortunately not possible at the moment. Form submissions aren’t a data source in HubSpot reports (yet), meaning that it’s not possible to establish that connection in reporting.

However, the product team has already announced that this will probably be introduced this year (form submissions as a data source).

Best regards!

3

Understood, is there any work around for this in the meantime?

4

@SHanegan none that scales well if you have multiple forms, but yes, there are.

The first one would be customer journey analytics. You could, for each form, create a report with these settings: Create a report with journey analytics

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The other option is a bit more involved:

  1. Create a date property for each form, e.g. “Example form submission date”
  2. Repeat and create a corresponding deal property
  3. Export all form submissions, re-import the submission date for each contact into the property from step 1
  4. Set up a workflow that enrolls contacts when this date is known OR when the example form was submitted less than a day ago, then use the “Copy property value action” to copy this date into the deal property from step 2
  5. Create a deal-based list for all deals where the value in the property from step 2 is before the deal create date
  6. Repeat for additional forms, if needed

Best regards!

5

This was interesting, but I would note that the timeline for the customer journey analytics only seems to be available for th enterprise edition.

I am evaluating your detailed solution and trying to see if I have the skills to implement it.

6

Would love this as a feature and hoping it gets announced sooner than later!

7

Has this been introduced?

8

Hi, is there any update on this? We really need to be able to track our conversion ratios from Form Views > Form Submissions > Deal Created > Closed Won. As a CRM it’s kind of astonishing that this is not in existence already. Please provide an update as to when you expect this to be rolled out. Thanks!

9

Hi @SHanegan,

Forms submissions are stored under the “Form Submissions” property against the contact. You can filter by these field to get a list of contacts that have submitted a form. You can also then use number of associated deals to filter in/out contacts with/without deals. The limitation that you’ll come across is that you have no way to distinguish if the deal was created before or after the form submission, just that a deal exists and would therefor still require some manual checking to confirm the numbers.
To circumvent this and do more advanced filtering, you will need to use date comparisons to see if a deal is created before or after a form submission. This feature is currently only available via custom calculation properties or coding. If you have access to this feature, you could use a workflow to log the date a form is submitted and then use calculated properties to see if this date is before/after the deal create date and it’s deal close date. If it’s in the time frame you’re wanting, you could then tag it appropriately. This would then allow you to filter by the tagged field.