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
16 Replies
Occasional Contributor

Totally Agree!

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.  

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


 

New Contributor

Agree!


 

New Contributor

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

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.

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.

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?

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. 

Occasional Contributor

Yes please!

Occasional Contributor

Yes, please make this happen

Regular Contributor

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

Occasional Contributor

Yes to this feature

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.

Regular Contributor | Diamond Partner

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)

Occasional Contributor

Totally agree!

 

Use Case Example

 

  • Looking to use workflows to create a form that includes deal properties. Workflow trigger is based on a deal stage. 

 

  • For example, send an email to a client when a deal reaches "Won". Email to contain a link to the form which includes information about/from the deal.

 

  • Deal name would be a minimum requirement