1 Accepted solution
Hi @TheoAndela,
As of now, there isn't any way to display a form submission on a deal record the same way it would display on a contact record.
At the moment, you would have to go a workaround such as create a workflow that enrolls deals associated to contacts who submit a form, then log a note to the deal with personalization tokens for the fields used on the form.
Additionally, I'd recommend commenting on this product request: https://community.hubspot.com/t5/HubSpot-Ideas/Associate-a-form-submissions-with-the-associated-comp...
The product team is currently working on showing form submissions on the company record. If you make enough noise, they might also include this option for deal records.
Best regards
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
Hi @TheoAndela,
As of now, there isn't any way to display a form submission on a deal record the same way it would display on a contact record.
At the moment, you would have to go a workaround such as create a workflow that enrolls deals associated to contacts who submit a form, then log a note to the deal with personalization tokens for the fields used on the form.
Additionally, I'd recommend commenting on this product request: https://community.hubspot.com/t5/HubSpot-Ideas/Associate-a-form-submissions-with-the-associated-comp...
The product team is currently working on showing form submissions on the company record. If you make enough noise, they might also include this option for deal records.
Best regards
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
