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Update Deal Properties Using A Form

Regular Contributor

Hi,

We have dozens of deal properties that need to be updated when a deal is sent from sales to installs.

I want this to be done on a form so I can design the landing page to be a lot more user-friendly than the pop-up form in HubSpot.

Is there a way to suck the values of deal properties into a form from a button or link in the deal record, update the properties in the form and then save the updates?

16 Replies
Community Thought Leader | Diamond Partner

Hi @tomsedgwick

 

Unfortunatly, I don't think this is going to be possible. Deal properties are not supported by the forms tool currently. 

 

You might have better luck using some external platform to capture the information and try syncing that back to HubSpot via something like Zapier.

 

Hope this is some help.

Phil Vallender | Inbound marketing for B2B technology companies
Occasional Contributor

I WOULD LOVE THIS FEATURE TOO.

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0 Upvotes
Regular Contributor

I tried something and it might be some sort of workaround. You can use Workflows to do what you want.

 

  1. Add a new property group for contacts (f.e. website deals)
    1. Add the new properties you want to add to the deal
  2. Add a new property group for deals (f.e. website deals)
    1. Add the new properties you added for the contact
  3. Create a new workflow
    1. Trigger: Somenone sends the specific form you have
    2. Action: Create a new deal
      1. Use the convert contact property to deal property function

That should work :-)

 

Best,

Michael

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0 Upvotes
Occasional Contributor

How do you turn a contact property into a deal property? This may help in the whole form as I could add those fields in Contacts and the have redundant fields in Deals. Is that right?

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0 Upvotes
Regular Contributor

Yeah, that's a major problem. We can't copy a contact property to a deal property in a workflow unless you do it when you create the deal.

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0 Upvotes
Occasional Contributor

This feature would be very sueful to us. 

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0 Upvotes
Regular Contributor

would love that too

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0 Upvotes
IGI
New Contributor

This feature would make a lot of sense; especially since there is no way to capture all the info from a deal and export it to the delivery team. This is a must!

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0 Upvotes
Top Contributor

+10

 

We would love to see broader form functionality in general.

 

Deal based forms

Company based forms

Ticket based forms

 

Biggest workflow issue is a customer submits a request a quote... 10+ fields... we then create a deal - but the sales person has to click through to the contact to view the form details, and then copy/paste them into a note on the deal...

 

A stepping stone that would work for us, would be to show the forms of the associated contacts in the timeline of the Deal. Company timeline currently rolls up stuff from the contacts... so somewhat similar.

Advisor

Upvote - running into this issue right now with a customer need for this

Community Thought Leader | Diamond Partner

Not sure if this helps but you can now specify which deal properties need to be updated when moving between stages. This is not the same as a front-end form but it could achieve the same result. 

 

deal-stage-edit-properties.gif

Read more here: Set up and customize your deal pipelines and deal stages

Phil Vallender | Inbound marketing for B2B technology companies
Advisor

@Phil_Vallender Unfortunately I need to collect the information from the customer completing a form so for this specific use case this wouldn't solve my need. Thanks so much for submitting the idea!

 

 

New Contributor

This is a challenge I've been trying to work out too!  If there's any update on this I'd massively appreciate it.

 

I'm trying to replace a "new client" (which is all information we need from the client) form that we have to send internally to our finance department.

 

It's all information we wouldn't collect when we create the deal, so I'd need the form submission to directly populate the deal fields.

 

So frustrating!

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0 Upvotes
Top Contributor

We ended up building a  pretty complicated work-around, but it's actually working well.

 

Sorry for the all-lower-case - feeling busy.

 

If involves the following:

data integration server (di server)

on form submission workflow, that creates a deal

a webhook (via dev portal) on deal creation that sends the deal to the di server

the di server then does the following:

gets the associated contact

retrieves the most recent form submission

associates the form fields from the submission with the form meta to get the form field descriptions

it then generates an html table representation of the form

then via api it creates a note engagement and associates the engagement with the deal, contact, and company

 

we also are using crm extensions. we have an extension with (among other things) that has a button to 'view all forms' from a deal. this also uses the di server, and the iframe crm ext... It shows all the forms associated with all contacts on a deal in a iframe popup.

 

None of the above is trivial - and it's taken us a quite an effort to get our tooling up to where it is now.

 

Advisor

I completed a workaround as well. The key factor is that you already have the deal created. 

 

  • I used Panda Doc to pull down Deal ID
  • Created custom deal properties for the answers to my questions.
  • Setup a PandaDoc Template to pull in the deal ID and ask the questions
  • Upon Submission used Zapier to send to DocParser
  • DocParser pulls out the answer
  • Zapier sends responses to Deal using Deal ID to search for the deal

HubDo @HubDoPete is working to create a native integration on his enterprise platform. If you haven't spoken to him reach out. He's doing some awesome things with PandaDoc.

Highlighted
Regular Contributor | Gold Partner | Certified Trainer

Thanks Adam,

Yes PandaDoc is distributing Enterprise Seats with all features enabled for Partners, managed by support@hubdo.com

Partners can source one or more seats here https://www.hubdo.com/pandadoc-4-hubspot-partners-pd4hsp

If a HubSpot end-user needs seats (no minimum number) to integrate with HubSpot, these special seats can be sourced via your HubSpot Agency or Sales Solutions Partner. Your Partner can access and assist with your PandaDoc workspace and integration without having to buy an extra seat, using their own regular PandaDoc login and password.

We hope to have to new integration ready in the next week, which will inject PandaDoc field values back into HubSpot properties and also attach a PDF of the completed PandaDoc to the HubSpot Deal.

cheers Pete.