With WP integration, contact is created when form is filled. How to create a new deal with workflow?

[e-ness-be]

Hello!

I’m new here, sorry if I’m breaking some rules.

I didn’t find the answer crawling the Internets and this Community so I’m coming to you with my problem:

I have a Wordpress website on which WP forms are integrated (specifically on various Landing Pages). I’m using the Hubspot integration to automatically create contact when the form is filled.

Every people filling a form is a potential lead and therefore I would like to create a new deal every time someone fills in the form.

I have the CRM / Marketing Pro suite and can therefore use Workflows.

How can I automatically create a deal when the form is filled (and therefore a contact is created)? I didn’t find the obvious answer using workflows and it seems I should use a Make/Integromat for that.

Extra question: If the deal is created automatically, is there a way to automate the creation of the name of the new deal according to different properties? Like “First Name, Name, random property”?

(For those wondering why everything is done on WP, it’s a legacy matter and it might - should - be changed in the future: we could create the LP on Hubspot and use Hubspot forms)

[Phil_Vallender]

Hi @e-ness-be

The solution is to use a contact workflow triggered by some property being known (which is equivalent to the contact being created) and the create record action.

When using create record to create a deal, you can specify the name to be a combination of contact properties and text.

Hope this helps?

[e-ness-be]

Hello Phil,

Thank you, it helps!