Deal Flow - Associating Forms to a specific deal

SOLVE
HubSpotMaster
Key Advisor | Platinum Partner

Use Case:

We are selling insurance contracts and have 4 step process that the customer must complete for a deal to be considered closed-won. I am attempting to set it up so when the basic information form gets completed a new deal is created (Easy with Workflows) and then the subsequent form submissions related to that deal move it along the stages.

 

Goal: A user clicks to sign up on our website and goes through the 4 steps sign up process. Step 1 Creates the deal when Form 1 is submitted, Step 2 moves it stage 2 when form 2 is submitted etc. 

 

Challenge: After the first form is submitted how we associate the next 3 submissions to the same deal? 

  • Basic Information – Form #1
  • Contract information – Form #2
  • Sign Contract – Form #3
  • Checkout – WooCommerce Complete

 

Questions:

1)  Is this possible without custom integration?  Happy to create a small engagement to discuss.

 

Note: All forms are created in Gravity Forms and the Shopping Cart is WooCommerce.

0 Upvotes
1 Accepted solution

Accepted Solutions
MFrankJohnson
Solution
Thought Leader

Your use case is pretty straight forward. However, the step-by-step is not trivial.


- Steps 1 & 2 -- Should be able to move deal stage based on form submission, list membership, or any other criteria you set around a specific contact. (important)


- Step 3 -- Signature typically implies digital signature. If eSignature is what you mean you'll want to use an integration. We like HelloSign.
If you're using a simple form submission, treat the same as step 1.


- Step 4 -- Checkout tracking against a specific contact will either require a WooCommerce integration (there are a few options here) or a Zapier-like cloud-based connector tool.


Finally, you might be able to implement the above using a lower tier of HubSpot. However, we've only ever built similar solutions using HubSpot Enterprise.

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

View solution in original post

1 Reply 1
MFrankJohnson
Solution
Thought Leader

Your use case is pretty straight forward. However, the step-by-step is not trivial.


- Steps 1 & 2 -- Should be able to move deal stage based on form submission, list membership, or any other criteria you set around a specific contact. (important)


- Step 3 -- Signature typically implies digital signature. If eSignature is what you mean you'll want to use an integration. We like HelloSign.
If you're using a simple form submission, treat the same as step 1.


- Step 4 -- Checkout tracking against a specific contact will either require a WooCommerce integration (there are a few options here) or a Zapier-like cloud-based connector tool.


Finally, you might be able to implement the above using a lower tier of HubSpot. However, we've only ever built similar solutions using HubSpot Enterprise.

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

View solution in original post