Deal fields in forms

We should be able to have people fill in CRM Deal fields on forms.

Screen Shot 2017-04-16 at 4.17.17 PM.png

HubSpot updates
15 Replies
DCL
Occasional Contributor

Totally Agree!

fbarnett
Occasional Contributor

Yes, please make this happen!  Getting a user/customer to fill in deal-specific information is far more likely to be complete and accurate than having a salesperson collect it over the phone and then manually type it in.  

RobertRajeswara
New Member

Yes please!


@willcurran wrote:

We should be able to have people fill in CRM Deal fields on forms.

Screen Shot 2017-04-16 at 4.17.17 PM.png


 

tbraendle
New Contributor

Agree!


 

msevs
New Contributor

Agree as well.  I just got this request, too. 

DebbieTZA
New Contributor

Has anyone reached out to support to see if there's a work around? I really need deal fields on forms for tradeshows.

lizyork
Occasional Contributor

It's been a year since this idea was posted and we are really hoping this will be implemented soon. It is a huge value add to our business. We would appreciate HubSpot's investment and support in making this a new feature.

umair
Regular Contributor

We would like to have this functionality as well.

 

Has anyone found a way to create deals from forms, maybe based on contact fields and workflows?

filbi74
New Contributor

Yes, another no brainer. All available fields should be available so that we can use third party tools like Zapier to get Quickbooks to fill in our deal records in Hubspot. 

wgardner
Occasional Contributor

Yes please!

jeffkan
Occasional Contributor

Yes, please make this happen

MichaelC
Regular Contributor

Very much needed - also company info would be great! Any news from developers on this? 

grantgould
New Contributor

Yes to this feature

gmcarthur22
New Contributor

Maybe a short-term solution/easier fix would be to just make it an option to associate the form completion activity on a contact record to a deal and company record (automatically preferred)?

 

OR


Making it an option to create summarize the form submission details as a note on a deal record.

TarynR
Regular Contributor

Yes please - this is something that is really needed HubSpot 

 

A use case as follows - using deals for appointments at a spa as an example - you then send a survey form after the appointment but need the results to come back to the original deal on deal properties and not contact properties (because they can have multiple appointments and using workflows for this is not full proof, especially when you have comment fields which you cant set using if/then logic to set the fields on existing deals , like you could do as a workaroud with dropdown options)