Populate Deal Properties with Values from a Form Submission
We can use a workflow right now to create a deal in the CRM, but many times the data we use for the Deal Properties has been submitted already in a website form. Therefore, users have to go into the CRM and manually copy/past the form submissions into the Deal Properties.
It would be great to automate that form submission process and map the fields to Deal Properties for a new Deal in the CRM and then name the Deal accordingly.
This would be incredibly useful and it is the number one request I receive from my sales pro users for the team I manage. Unfortantely, this was a feature of their last CRM and is a feature of many others I have reserached. We moved to HubSpot and honestly thought this would be a feature. It is dissappointing we now have extra work to do by hand, but appreciate HubSpot's recognition of this as a necessary feature in the near future. Thanks!
This is actually possible now! You can create a new Deal through a workflow and populate the Deal properties with Contact Properties.
Just use a form submission as the starting criteria for the workflow and then create a new Deal and populate the Deal properties with the properties from the form submission.
Since workflows are contact-based, the deal will automatically be assigned to the contact who submitted the form.
This would be an awesome feature to have. Seems pretty crazy that it's not possible to automatically transfer the information submitted in a form to a deal associated with it.
@PatrickEng- this has been available for a while now. You can copy Contact Properties into Deal Properties from a Workflow. Just click either of the two blue buttons at the bottom the Create a Deal action from a workflow to Set a Deal property or Copy a Contact Property to a Deal Property.
You do this as many times as you need to get the information from a form transposed into Deal properties in a workflow.
@tmcginnis I feel like my idea is close to yours, but unsure now.
I simply wanted to be able to create forms to collect deal properties. The "copy contact properties" to "deal properties" is smart. But what about your screencapture of a "Create a deal"? Is it real?
Yes, creating forms that use non-contact properties would be nice, but since we can map those fields over already, I don't see much of a reason to do so honestly. But, I did upvote your idea though 😉
The ability to create a deal when a form is submitted requires the deal properties have a counter contact property. For example, if we have a deal property called Property Location, there needs to be a contact property called Property Location that can be used in the form and can be mapped to the deal with a workflow.
We have about 100 deal properties that we would like to be submitted on a form. This has required that we also create 100 contact properties and use this workflow to map them. The ability for forms to directly populate Deal Properties would be a better route with less room for error.
Yes, creating forms that use non-contact properties would be nice, but since we can map those fields over already, I don't see much of a reason to do so honestly.
Copying data from 1 place to another just creates future issues with correct data. If I at any stage need to update the field, and I only update it in the deal section then the contact section may be forgotten about (or vise versa). If i ever needed that information again at a later stage I am now confused as to which data is correct. Having a singular field with the correct information being pulled from a single source is actually critical in business. Copying and Pasting and having 2 fields in different sections that wont auto update each other is in no way aceptable business practice.
Another thing that's sorely missing for us is being able to insert the name of the most recently submitted form into the Deal. I know we can use the "first conversion" and "recent conversion" properties, but we really need a default property for tracking the form name that's submitted.
I'm surprised this is still not on the roadmap. It seems that the community has been asking for forms to include deal fields for several years, is there any update on when this can be expected?
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