💬 RevOps Discussions

JSmith84
Member

Use Hubspot form to create Salesforce Opps without creating Hubspot contact

SOLVE

Hi there, can someone help?

I need to create a form in Hubspot (very simple, just a couple of fields) that goes on to create an Opportunity in Salesforce.

 

Is this possible without the form creating a Contact in Hubspot (and with only using Hubspot & Salesforce, not an intermediary tool eg. Zapier via webhook).

 

The issue is we don't have their email / contact details until the Opportunity is 'Closed Won' in Salesforce.

 

Thanks in advance.

0 Upvotes
1 Accepted solution
Josh
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Use Hubspot form to create Salesforce Opps without creating Hubspot contact

SOLVE

Hi @JSmith84,

 

I guess you could build a form that uses ticket properties and allow the HubSpot system to create a temporary ticket without an email address and then create a workflow that creates a deal from that ticket. If your deals are synced to opportunities in SFDC, it should send the deal information you need over. You would want to have all properties created on both object types so that you could pass the values from the ticket to the deal before sending to Salesforce.

 

It's not amazing, but it would work (I think).

 

Josh 


Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Diamond Partner & HubSpot Certified Trainer

View solution in original post

2 Replies 2
Josh
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Use Hubspot form to create Salesforce Opps without creating Hubspot contact

SOLVE

Hi @JSmith84,

 

I guess you could build a form that uses ticket properties and allow the HubSpot system to create a temporary ticket without an email address and then create a workflow that creates a deal from that ticket. If your deals are synced to opportunities in SFDC, it should send the deal information you need over. You would want to have all properties created on both object types so that you could pass the values from the ticket to the deal before sending to Salesforce.

 

It's not amazing, but it would work (I think).

 

Josh 


Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Diamond Partner & HubSpot Certified Trainer

JSmith84
Member

Use Hubspot form to create Salesforce Opps without creating Hubspot contact

SOLVE

Thanks Josh, I shall explore this option and report back.

0 Upvotes