Add/associate form submission activity with deal along with contact

[RMejia]

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. 

[RMejia]

Hi everyone, 

Thank you for taking the time to submit, vote, and share your thoughts on this idea.

My name is Jenny, and I'm the new Product Manager for the Forms & CTAs tool.

This isn’t something we’re actively working on right now, but it is closely related to an upcoming roadmap initiative: Using Deal Properties in Forms.
As we begin that work, we’ll be reviewing the full scope of deal-related form needs, and this request will be considered as part of that evaluation. The scope of the initiative is still being defined, so I’m not able to commit to a solution yet.

Once the work kicks off and we have clarity on what will be included, I’ll share an update here.

Thanks again for your patience and feedback - I’ll keep this thread updated as we make progress.

Thanks,
Jenny Mueller

[RMejia]

Hi folks, 

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! 

Ian

[CCobos]

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 

[PDarling]

We also need this option asap. 

[RBabar]

This is a dissconnect; we should be able to connect all the entities automatically 

[DragosPetria]

Would be great for us to have this option.

[AlyssaB]

YES PLEASE! 

[KMacpherson1]

this would make a huge difference for us! Currently cant find a workaround for this either. Thanks

[JustinDESelect]

+1. would be useful for tracking which offers/assets/campaigns are influencing pipeline.

[ModernHandymen]

It's so inefficient to copy and paste these forms into deals! This feature is most definitely needed. 

[SCroft]

Yes please!

[KCornellier]

Yes please!

[EBradley1]

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.

[TGG1]

Yes, please. We use the pipeline to track talent acquisition & need to:

 - application forms associated to the Deal
 - could I then delete the form from the Contact?

 - remove associated contact from the deal so permissions can be used to secure confidential information from other Users

[AHammett]

Please make this happen. Our Form triggers a Deal. The Form should then be appended to the Deal as a Note. This should be seamless.

[AshCollyer]

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...

[richieknight1]

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. 

[JBornstein]

Great idea

[ecowoodrings]

It is something we really thought it would be implemented - can't quite believe it isn't already set up. 

[Gryzzly_io]

When we create an automated deal based on a form submission, we choose to take the contact and company history with it.

It is really too bad we cannot see directly from this deal the form submission.

[ShoemakerFilms]

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.

[RAbella]

This option would be extremely helpful for us. We use forms that need to be associated with the deal records they create.