Comparing properties from a form

[MLandry5]

I am trying to find a deal through a form submission so I can push a deal down a pipeline. 

So when someone fills out a form, (lets say the identifier is first + last name) It will go through the deals in a specific stage in the pipeline. 

Ideally I want to be able to match the first and last name input from the form to the first and last name of a deal, from there I just want to move that deal down the pipeline. Is there any way to do it without custom code?

[MLandry5]

Hi @karstenkoehler 

The deals already exist in hubspot. We are accounting for external sources that are providing information to modify the existing deal without giving them access to the hubspot. So ideally I want to take the information from the form and match it with the existing deal information.

The only way I can think of is boolean logic but I am not able to directly compare the form First name and the deal's First name, and I do not have access to the custom code features on hubspot. 

I am not too sure how feasible this is though, is this possible to accomplish?

Thank you!

[karstenkoehler]

@MLandry5 did you review my suggestion from the previous answer? I laid out steps for the case where the deal already exists.

[karstenkoehler · Accepted solution]

Hi @MLandry5,

Are the contacts who submit the form already associated to the deal or is there no association established?

It sounds like it's the latter, in which case your solution would have multiple components:

1. Associate the contact and deal, using the "Create associations" workflow action which requires a shared value in a text property
2. Create a custom date deal property 'Recent conversion date' which is updated on all deals associated to the contact who submitted the form
3. Create a deal-based workflow that only enrolls open deals (or further narrowed down, exactly the deals you need) when this recent conversion date is known, then updates the deal stage

Best regards!

[MLandry5]

@karstenkoehler My apologies I am new to Hubspot and trying to integrate into an existing system. Your solutions went over my head, but I will give them a try. Thank you.

[karstenkoehler]

@MLandry5 let me know if/where you're getting stuck, will happily provide more detail 🙂