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This would be amazing. I want to be able to send a form to the customer to update the fields and store the information as part of the deal record. Since each customer has multiple deals, I want the information to be stored in each deal, not in the contact record.
We have 100+ deal properties that needs to be updated with a form. Our workaround is making redundant Contact Properties and using Zapier to map the form submissions back to the deal. But there is a lot of room for error.
Both (Deals & Companies) require creating contact properites just to use in the form and map them over to the corresponding Deal/Company property via a Workflow upon form submission.
This creates a messy interface with tons of liablity for errors.
This is extremely important and so needed! I was considering adding the redundant contact properties also, then I realized that I have a few contacts who are attached to multiple deals with separate companies. If they filled out the form twice that could get really messy.
We are trying to find any way to create "Activity" on a record without updating Contact properties, and thought to create a Deal for each unique form instead, but would need to be able to update Deal properties without messing with the Contact or Company records.
Hi @kristingiant, Thanks for your DM. I would be happy to explain how we use form s submissions to update deals.
First, I want to describe the basic step of letting a form create a deal. If you do not have Sales Pro, sales automation like letting a form create a deal is not available. The workaround here is simple:
In Zapier, a form submission can be used as a trigger. This is found as a "Hubspot" trigger. Zapier then has a "HubSpot CRM" action called Create Deal. You can simply map the form submission information to the appropriate deal property. You will need to have redundant Contact and Deal Properties so these can map over perfectly.
Now, the slightly more complicated task of updating an existing deal when a form is submitted: Every deal has a Deal ID. By adding a new hidden field on your form called "Deal ID" and including "?deal_id=123456" in the URL, the deal id gets automatically passed through on the form submission without the user having to add it.
Then, in Zapier, you can use the Update a Deal action found under "HubSpot CRM" and you are looking up the deal with the Deal ID.
Now the challenge of getting 12345 to actually represent the Deal ID sent to a contact. You can use the HubL token {{ contact.deal_id }} if this is sent via a contact-based workflow or {{ deal.hs_object_id }} if this is sent via a deal-based workflow. www.domain.com/more-info?deal_id={{ contact.deal_id }}. You will need to ensure there is a workflow that maps the Deal ID back to the contact associated with the deal.
I hope that answers your question. If you were just trying to use a form for internal purposes to update deals the process is a little simpler. You just don't need to hide the Deal ID form field and don't need to worry about the HubL token part of getting the Deal ID in the url.
This is also very important to my project. We need to be able to pre-populate the form with Deal Properties because there are multiple deals per contact. Being able to use deal properties in forms in the sales pro edition seems to be a critical function. I look forward to seeing this happen.
This would make HubSpot 100% more useful for me and my team. Please let me know when this has been updated so that we can have a deals form on our website.
I wanted to give a quick update on this Idea. I 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 longer 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.
This would be incredible! Our business is in the wedding industry and we use deals as a booking for an event, or for an individual wedding service (photography, dj, etc.). There are a lot of properties that are unique to each type of deal. We are quickly running out of room for custom properties because of the need to "copy" over properties into deal properties. We have SO many use cases for using a form with deal properties instead of contact properties.
I've updated this thread's status to better reflect the current state of our development. When it comes to deal properties in forms, our Product team is currently exploring how it could be built with the HubSpot framework. At this time, we're not actively developing this feature, but rather testing how it would work within the larger HubSpot product.
We do currently have a beta for company form fields. You can learn more about that here.
I know this isn't what some of you wanted to hear, and I apologize for any confusion. All future developments will be relayed through this thread, so stay tuned for more.
As a longs shot alternative, you can use ticket properties in forms which might be a workaround. You would obviously need to be using the ticket pipelines rather than deal pipeline, and there are some significant shortcomings. One feature tickets do not provide is the reporting and forecasting associated with deal amounts. Another issue you may have is the inability to control the ticket title with personalization tokens. Worth taking a look though.
