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.
yes I would need this as an option. Based on what we use deals for, it would help for visibilty to see the form submission information. I need this option asap
Super wierd that Form Submissions cannot be associated with other objects (beyond the original Contact object).
I suspect that Form Submissions are the only activity where this is not possible.
Super annoying because, for example: a Form Submission is the initial trigger for a new Deal, a sales enquiry from a potential new customer. Would be ideal therefore to see the Form Submission in the Activities line for the Deal, so that colleagues can see how the Deal originated.
Many other use cases for association of Form Submissions, especially with Tickets and Companies.
We'd really like to be able to see this functionality as we'd like to be able to do an auto-lookup when a form is submitted (which creates a ticket for us)... we'd love for the deal to be able to be associated based on a lookup criteria...
We've been having to use workarounds for this for at least 6 years. It's definitely time for us to be able to add form submission data to a deal record.
I would love to see this function. I have a lead form on my website which is linked to Hubspot. Once I've contacted the lead and qualified them and we are discussing next steps, I want to be able to send a second form as a questionnaire to build out a more detailed proposal. It would be great if I could send the Hubspot form to the client, have them fill it out and its automatically logged to the Deal/Contact/Company.