I want to update a DEAL property based upon a form submission. I don’t want to take specific data from the form and update a property. Just a simple tally as to when the form is submitted it tallies.
Hi @DMcLaren4 and welcome back to the HubSpot Community, nice to see you again!
Great question, thanks for asking!
For a deal-level tally, one increment per form submission, the custom-code or external integration approach would work best. Here is the solution from @karstenkoehler (thank you!) on this similar topic: " Auto-incremented property ".
Or you could use a workflow for this. The Edit records action can update an associated deal, but it does not perform arithmetic on that deal property. If each contact is associated with only one deal, you could increment a contact number property and then copy that value to the associated deal using Edit records. However, this wouldn’t work when multiple contacts submit forms for the same deal, because copying the value can overwrite the deal’s existing count. Here is a similar thread for this: " Score Property with number of form submissions ".
I’d love to consult our Top Experts: Hi @karstenkoehler, @TomM2 and @HubDoPete do you have additional insights or details on the setup to share with @DMcLaren4, please?
Thanks so much and have a wonderful day!
Bérangère