Upvote! I want to create a form for my customers and incorporate information from their Deal. For example, sometimes we are missing information to take customer to the next step. I would like to use Workflows, have a trigger for missing Deal information, and then sends the customer an appropriate form to fill Deal Properties.
From a Sales perspective, it seems pretty obvious that you'd want to collect information on a potential Deal from your prospects. I would like to send a simple questionnaire with a couple of pre-screening or pre-qualifying questions to my prospects before a call to collect information upfront and make the meeting (and my sales efforts) more efficient and effective.
I very much support having this feature and was surprised that it wasn't available! I am trying to create a landing page with potential service offerings that would be deal properties for prospective clients to fill out. We would use that information in discussions and also help give us an indication of future offerings. It is very disappointing that we can't do this.
Insanity that I still have to create workflows just to get a form submission to create a deal, INSANE. Takes HOURS of work to get it done for every new client I'm onboarding. Wild. What's the market cap of HubSpot again that they can't give us one dev to get this done?
This is one more person coming here to confirm that we indeed can't have deal properties in forms. This blocks critical business automation that honestly should already be available since its been asked for at least 5 years and has been "In review" for *2 years*. 2! I see you, Hubspot, making a ton of other product updates all the time that aren't nearly as impactful. Please enable this feature.
