Add/associate form submission activity with deal along with contact
Submitting this idea that would allow a form submission activity to be automatically associasted with a deal. At the moment, the form submission activity only appears on the contact record, and would be great if you could have the activity also show up on other associated records as well, either manually or automatically.
Given the number of replies stating how critically useful this feature would be, and the original request date from 2021, I'm wondering why this hasn't been addressed? This is absolutely needed and hindering our ability to use Hubspot effectively.
Can someone from Hubspot please address when this will be resolved?
We really need this function for our organization - we use this to collect surveys, build relationships through events. Hubspot is a CRM and it is wild to me that this really dire request is couple of years old and not addressed yet. Do we have a timeline at the very least?
I have found a workaround that works for me now. I showed this to a HubSpot rep and it would appear they hadn't considered doing it this way. Here is how I do it.
1) When web forms are completed, I receive email notification of the web form and a new deal. That is a straightforward workflow I set up in the very beginning. At this point, a new "deal" exists in HS.
2) In Outlook for Mac (I have the old version... don't get me started on a tangent:)), I open the "deal" email, and with the HubSpot add-in activated, I associate the form I received via email with the deal. You must know what the deal is called. We use a nomenclature where every deal created as a result of a web form will be called "Website submission...". Also, your email will give you the name of the deal, company name, and contact name (assuming those are part of your form). Simply associate the form with the deal.
It's a shame we can't automate this, but it's a work-around that works for me.
We have just implemented Surveys for guests to Evaluate their Trip with us. All of the reporting shows the Feedback survey submitted with every deal the customer is attached to. Not being able to connect a survey about a product that was sold as part of a deal seems like a significant oversight in the Survey functionality. It renders the surveys only useful for general brand ratings, not specific product ratings. This is way less useful and it's taking a ton of time to find ways to work around this glaring weakness. I'm honestly surprised that HubSpot would roll a feature out this way, with such a limitation.
We would utilize this for cross-agent referrals. Rather than needing to add all the additional details of the deal on our regular 'Create Deal Form', it would be nice to specify only a few required fields so that when an agent refers a current client to someone else, they can only fill in those key details.
I have a workflow that creates a new deal after a form submission and then adds a task. In the notes of the task I have added tokens from the form by creating a new data source that pulls from the forms. I only NEED the page they submitted from and the message.
(same could be done with a note instead of task)
Hope this helps someone and hopefully it will become unnessecary!
They do this in Honeybook now which I already use for contracts/booking, etc. So it's easy enough to send a questionnaire to a client within the same project so it's all organized in one place.
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