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.
I'm Ian, the Product Manager for Hubspot's Forms tool.
Thank you all for taking the time to submit, upvote, and comment on this idea. We hear you loud and clear, and we agree that this functionality is important. We are evaluating this idea.
Any news about this feature request will be relayed on this thread, so stay tuned!
This is something that is very much needed. Having the ability to have form submission data on a deal is a huge time saver. Having to go back to a contact card and hunt down a form submission, or look through all the submissions on a form, is very counter productive. All of the information needs to be available in one place for easy acces.
The fact that it isn't is creating major confusion within our sales/deal pipeline as the form submission is either the trigger for their initial contact, or makes up an important stage within the pipeline.
Still in the works? I'm new to Hubspot and assumed that this would just be a given. For now I'm automating copying fields from a form into duplicate fields in the deal to make it easy for my sales reps to see the information they need.
Im not sure if I've missed something here. If hubspot doesn't have this feature as described, what is the suggested flow to do RFI/Discovery and connect it automatically to the deal? Asking customers the necessary questions in order to generate a quote is a fundamental element of a huge percentage of sales pipelines. At a guess a majority of companies that uses Sales CRM probably have to ask their customers questions in order to generate a quote. It seems incomprehensible to me that Hubspot wouldnt have this, so perhaps there's a flow that Im missing here. Any advice would be welcome.
Yes! We want to see different application forms and reporting forms attached to the same deal. Also to use submission of forms to push deals forward in the pipeline.
We could really use this seemingly logical "feature". I was told today that this is a popular idea, yet it's clear something has yet to be done about it in 2.5 years. It seems intuitive that when a workflow creates a deal when someone fills out a form on your website, that you can go to that deal record and view the form contents that created the deal in the first place. Am I missing something?
This is absolutely needed, as currently we fill manually our client forms in order to prepare engagement letter signing and invoicing. If we could link those forms to the corresponding deals on HubSpot all info would be filled in the form automatically and save valuable time.
I'm surprised this is a feature request at this point. I would think that would have been implemented early on as a "must have" absolutely essential feature. A form submission is just another form of interaction between a lead and the company. Why would any kind of interaction be excluded from being associated with a deal? I'm not getting it. Either way, I just realized this is not an option and my flow is completely stuck. Now I have to tell my sales people that they're supposed to copy the information manually in the deal and they're going to look at me with wide eyes 😕
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