CRM

infiniteloop
Contributor

Associating Form Submission with Deal

SOLVE

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.

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Associating Form Submission with Deal

SOLVE

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!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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3 Replies 3
JM4
Participant

Associating Form Submission with Deal

SOLVE

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!

0 Upvotes
DianaGomez
Community Manager
Community Manager

Associating Form Submission with Deal

SOLVE

Hi @JM4 hope you are going well!

 

Thanks for sharing 🙂

 

Best, 

Diana


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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Associating Form Submission with Deal

SOLVE

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!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.