Associating Form Submission with Deal

[infiniteloop]

We've been using the Hubspot form as a quote/order request form.

What's the best way to link the form submission information to a deal?

I can see that emails and notes can be associated with a deal but a form submission cannot.

[BLevin]

This would be an amazing way to gather information for a deal

[ShoemakerFilms]

I Strongly agree with this function.  I have a lead form on my website which is linked to Hubspot.  Once I've contacted the lead and qualified them and we are discussing next steps, I want to be able to send a second form as a questionnaire to build out a more detailed proposal.  It would be great if I could send the Hubspot form to the client, have them fill it out and its automatically logged to the Deal.

[kvlschaefer]

Hi @ShoemakerFilms,

Thank you for sharing your product feedback!

If you haven't done so yet, I would recommend adding this feedback to this existing idea in the Ideas Forum and upvoting it to show your support. Our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality. 

Thank you,

Kristen

[AndrewinKC]

This would be super helpful for us to track RFP/RFI activity. I would like to have the deal owner fill out a form where they provide information related to the RFI/RFP and then ti that back to the deal.

Thanks - AndrewinKC

[kvlschaefer]

Hi @AndrewinKC,

Thank you for your product feedback! I appreciate you explaining how this feature would help you out 🙂 

I would encourage you to add this feedback to this existing idea and upvote it to show your support. Our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality or change. 

Best,

Kristen

[JM4]

I also wish this was a current feature. Here is a workaround we use, assuming the Contact is asssociated with the Deal:

- Create duplicate Deal properties for the Contact properties in the Form

- Create a workflow to copy this property over

• Trigger: when form submitted OR when specific property is known
• Action: Copy property value - Contact > Deal

I hope this helps!

[RAbella]

Hey! thanks for this workaround, it works! However, the default option in Hubspot is that it updates all deal properties associated with the contact. Sometimes we get customers who fill out a form twice in a row (with different data) to apply for a service, thus creating 2 deal records. What happens is that the older record gets overwritten with data from the new one. Just wondering if you've encountered the same case and have found a way to fix? 

[DianaGomez]

Hi @JM4 hope you are going well!

Thanks for sharing 🙂

Best, 

Diana

[karstenkoehler · Accepted solution]

Hi @infiniteloop,

You're correct, this is currently not possible. I'm also not aware of any quick and clean workarounds.

(The best thing I can think of would be a custom code action in workflows that logs form submissions to deals as notes. It would require a Operations Hub Professional subscription and some coding.)

Other users already have requested that form submissions should also show up on the deal record: Add/associate form submission activity with deal along with contact 

The product team reviews these requests based on popularity and demand. I'd recommend upvoting and commenting.

Best regards!

[IResendiz4]

Hi Karsten,

Is your response still in effect in 2024?

Thanks!