Company/Deal fields in forms

My company consults with other companies on a B2B basis for training their staff, we build a company profile and an organisational needs analysis (ONA) for those companies to identify their training needs.

 

What I find strange is that we can only create forms with contact property fields and not company fields (Deal fields too). A contact record does not need a "Total company wage bill" property for example, but I'm forced to create one in order to copy the property over to the company record using a workflow. See: https://knowledge.hubspot.com/articles/kcs_article/workflows/choose-your-workflow-actions#copy-a-pro...

 

I'd like the ability to add company fields into a form, to bypass the need to create unnecessary workflows and contact properties. I could see a use for deal fields too as a way to collect order information

 

(I'd be surprised if I was the first person to suggest this idea, but I couldn't find any related posts around the subject. Let me know if this is a duplicate)

EDIT: Deals and other objects should really be involved in here as well, with the Custom Objects beta coming into play, this is worth discussing too!

 

HubSpot updates
Status updated to: In Beta
Oct 22, 2020

Hi team, I have some good news to share here, we now have a new beta of the Forms app that includes the ability to add Company properties to your forms and collect/create company information via your externally embedded, or CMS embedded forms on HubSpot. 

 

If you're interested in trying out this beta please submit your HubSpot Portal IDs here: https://forms.gle/BRW4qetFxshbC6rL9 and we'll add the beta to your portal within 1 business day. 

 

Please note: This beta doesn't currently include the ability to add Deal properties to HubSpot forms, we are evaluating ways to introduce support for Deals in the future.

Re: Company fields in forms - changed to: In Planning
Jun 3, 2020

Hi HubSpot Community,

I've been in contact with the Product team about this thread. I just wanted to thank you for your thoughtful comments on this post - they really help us build a better product.


This is a very good idea, and definitely something we've been looking at building for a while. I'm happy to say our teams are currently actively working on adding this feature to Hubspot.


I am changing the status of this idea to In Planning as our teams are working on a plan to build and release this feature. As the work on this feature progresses, we'll be regularly updating the status of this post.

Best!
Joe
Ideas Forum Manager

Dec 4, 2019

Hey folks - my name is Ethan and I'm a Product Manager at HubSpot. I totally understand the frustration here. Can you give me some examples of different company and deal fields you would use in Forms? I'm trying to understand the problem better. 

91 Replies
HubSpot Product Team

Migrated from legacy feedback forum with 35 votes.

 

With the addition of CRM came along company and deal property categories. For B2B companies it would be really nice to be able to ask company based information such as Date founded, number of employees and annual revenue into our landing page forms.

Regular Contributor

Haven't seen a response to this from Hubspot, but this is almost required for B2B forms to be useful. The information collected in a form would be much more helpful if it were company info rather than individual contact info.

 

We have a lot of information we need to know about a company before they become a customer, having a contact (related to the company) be able to fill out this information via a form would be ideal.

Occasional Contributor

Hi Hubspot team.

 

 

This request is so basic, it's not even and "Idea".

 

Could you please enable a company property to be added in a form ?

 

I understand the complexity behind but you can put a disclaimer : "if the contact has no associated company or multiple associated company, the property will not be registered or updated". 

 

Cheers

 

New Contributor

 Hey HubSpot team,

 

I second this request. Company properties really need to be added to Forms!

 

We are already finding many usecases where having the ability to add Company properties to Forms would be super useful.

 

 

Thank you,

Chris

Anonymous
Not applicable

The ability to include company properties in forms was requested over a year ago. Any updates on whether this will happen and if so, when? It's crucial for B2B companies to collect company data such as # of employees and company type. 

Top Contributor

@Shay can you merge w/ https://community.hubspot.com/t5/HubSpot-Ideas/Be-able-to-add-company-properties-in-a-form/idi-p/187...?

 

This is useful for customer success team, surveys, internal knowledge captures

HubSpot Product Team

Will do @mitchellkp

Occasional Contributor

I need this too! I want to be able to collect deal specific information via a Form and have it populate  Deal Properties. Since my customers have multiple deals at one time, each with different values, I can't do this from the Contact Properties.

New Contributor | Gold Partner

We are an agency partner. Facing a situation with a client where the email domain and company domain typically don't match so unable to automatically associate companies and contacts. Designed a workflow to populate contact properties into company properties. Since the company doesn't exist in most cases, the workflow doesn't function as expected. So have to manually create an associated company/ contact and manually enroll in the workflow for each contact form submission. As the workflow triggers based on form submission and just completes without the fields being copied over. Not scalable!

New Contributor | Gold Partner

We are an agency partner. Facing a situation with a client where the email domain and company domain typically don't match so unable to automatically associate companies and contacts. Designed a work-flow to populate contact properties into company properties. Since the company doesn't exist in most cases, the work-flow doesn't function as expected. So have to manually create an associated company/ contact and manually enroll in the work-flow for each contact form submission. As the work-flow triggers based on form submission and just completes without the fields being copied over. Not scalable!

New Contributor

Agree

Occasional Contributor

OMG I CANNOT BELIEVE WE CAN'T ADD COMPANY PROPERTIES TO FORMS YET. Resultantly, I have to include "Annual freight spend" in contact properties AND in company properties, even though we only want it in company properties, just to be able to include it on forms. And the same goes for about 20 other properties (we will onboard new customers with HubSpot forms in addition to using them for lead gen). Doing so will confuse and frustrate my sales team since they'll think they have to enter that info twice. Allowing company properties to be included in forms is ESSENTIAL for HubSpot's becoming a bigger player in the B2B/enterprise/ABM space. Please fix this!

 

Update: our HubSpot agency (Weidert Group -- 10/10 recommend) built workflows for us that map the info in duplicate properties from contact to company, so that'll eliminate manual labor. However, it doesn't eliminate the disorganization of records and confusion we'll cause our sales team. I did create a contact property group named "Company info -- please manage in company records," but my sales team will still wonder why those properties are in contact records in the first place. Still need to be able to add company properties to forms. 

Occasional Contributor | Diamond Partner

Agreed on the above - there's vital information needed on the company that a contact would obviously have to provide!

New Contributor

This is yet another OBVIOUS feature that Hubspot continues to overlook. Hubspot is supposed to automate things and make them simpler but I can't help thinking that I spend more time constantly trying to build workarounds to complete what would be very quick and straightforward tasks if HS was listening to its community and building the obvious features that we all need.

New Contributor

I honestly can't believe this isn't available.  Shocked would be the word to use.

 

New Contributor

Yes please add this. It precipitates lots of workflow/workaround creation.

Occasional Contributor

Same issue. How is this not a feature in HS? I have over 20 fields in a form that belong on a Company record and my only option is to create a ton of workflows? No thank you. 

Occasional Contributor

I agree with everyones comments - forms need to be for more than just contacts. This is a lot of extra work. This means I am creating Properties that do not belong to a Contact just so I can make a form that can capture the data we need, then creating workflows that are also not needed to propogate the information around. This should be easy.

New Contributor

Também preciso desta opção, além da agilidade no registro não polui tanto o ambiente com a criação de tantos fluxos de trabalho. 

New Contributor

WOW - I'm so frustrated right now.  I'm evaluating CMS and other comms solutions for our company.  I spent hours learning how to setup and setting up the proper custom properties, and, following the instructions made sure to put them under the correct tab (company properties and deal properties).

 

Nowhere in the documentation is there anything about the fact that there is no way natively to enter data into those new properties.  If I can't add these fields to my forms, what good are they?  Create 1,000 custom properteis, but you can't put any data in them using HubSpot's other features unless they are in the "contact properties" tab.

 

HubSpot, rightly, creates a relationship between companies and contacts.  I shouldn't have to duplicate company properties across contacts just to be able to use forms.  I can't believe this thread is 16 months old and not only has this flaw not been addressed, but the documentation has not been updated to warn people that custom properties created under deals and companies can only be entered using the API or 3rd party solution.