Marketing Lead Capture Form submission

[JGray30]

I have created a form, which will be sent to all our resellers. This form will be used repeatedly. I have been testing it and it worked once only. It created my contact and then its respective deal. I then used the same form, from the same email address and it overrides the contact and does not create a deal

It only works the one time. I need it to be the one form to allow the reseller to re-use it? Is this possible

[karstenkoehler]

Hi @JGray30,

In the form’s option tab, enable this toggle and new submissions will create new contacts

Best regards!

[JGray30]

I have already tried it, does the same thing

[karstenkoehler]

@JGray30 in that case, you’ll likely have to create the deal from a contact-based workflow. In that contact-based workflow, you’d (re-)enroll contacts when they submit the form, then use the “Create record” workflow action to create a deal record.

[SilviaCasanova]

Hi @JGray30,

Have you considered the idea of creating a workflow, the trigger of which is the filling in of that form, that would create the deal? In this case you would simply activate re-enrollment on the workflow and it would create a new deal every time the form is filled in. Obviously a new contact would not be created if the email entered was the same, but this seems fair for data cleansing in CRM.

Let me know if this solution could fit your goal,

My best,

Silvia

Silvia Casanova Project ManagerExelab silvia.casanova@exelab.com exelab.com

[JGray30]

This is my workflow:

The trigger to the workflow is the return of the form, if its the first time the form is used it works a treat. The problem is when they use the form again from the same email address it overrides the contact, and does not create a deal. If I understand you correctly I am already doing this, wht you suggest?

[karstenkoehler]

Hi @JGray30,

Are you sure that this is not creating the deals as expected? It looks like it’s set up correctly.

When you look up your submission in the actions log of the details page, what do you see? Understand your workflow details page

[andreasintrow]

Hi @JGray30, @SilviaCasanova,

This is indeed a painfull process.
With Introw we’re solving this pain with an app on top of HubSpot.

It allows resellers to:

• Register a deal via a partner portal or public form
• Approval flow for your team with optionally AI channel conflict resolution.
• Automatically creating the deal in your CRM with the right partner attribution (via custom property, company association or custom object).

Apart from that Introw is a full PRM (partner relationship management) that deeply integrates with HubSpot. You can create an account here and connect your HubSpot.

Andreas Geamanu

CEO @ Introw | 1 Partner Portal on top of HubSpot

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