CRM

LauraCP
Membre

Possible for a form submission to trigger deal update?

Résolue

Is it possible to have a form submission trigger an update to an existing deal ie. stage name?

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1 Solution acceptée
kbento
Solution
Contributeur | Partenaire solutions Diamond
Contributeur | Partenaire solutions Diamond

Possible for a form submission to trigger deal update?

Résolue

Unfortunately, this is not possible with workflows, but I agree that it is an integral feature.

 

If you search around, you'll find this is highly requested and I'd recommend throwing a Kudo and a c...

 

One workaround is to use Zapier, but doing so will be complicated because of the way Workflows and Deals are identified in HubSpot.

 

I discuss it a bit in this article and the comments below it.

 

Best of luck!

 

Kyle from IMPACT

 

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2 Réponses
wgardner
Contributeur

Possible for a form submission to trigger deal update?

Résolue

2018 and still not possible? 😞

kbento
Solution
Contributeur | Partenaire solutions Diamond
Contributeur | Partenaire solutions Diamond

Possible for a form submission to trigger deal update?

Résolue

Unfortunately, this is not possible with workflows, but I agree that it is an integral feature.

 

If you search around, you'll find this is highly requested and I'd recommend throwing a Kudo and a c...

 

One workaround is to use Zapier, but doing so will be complicated because of the way Workflows and Deals are identified in HubSpot.

 

I discuss it a bit in this article and the comments below it.

 

Best of luck!

 

Kyle from IMPACT