HubSpot Ideas

maximelexstart

Use Deal Properties in Forms

Hey there!

 

For us to be able to create forms that use Deal Properties would be amazing.

 

Is that something easily feasible?

 

Thank you.

182件のコメント
to-cmns
メンバー

A form submission with fields connected to Deals would be very helpful.

ALucas0
メンバー

I would say this is imperative, that you should be able to add in field properties from any object in Hubspot. If not you are constantly creating duplicate fields, and this is extremelly bad data management. 

samueljturner
参加者

Definitely agree. Seems a no-brainer now you can update companies and customer objects from forms. And the idea got at least a number of upvotes when it was last submitted. 

 

https://community.hubspot.com/t5/HubSpot-Ideas/Use-Deal-Properties-in-Forms/idi-p/208361

agbush
メンバー

Folks - I am looking to be able to add  the specific deal to a ticket/task as its created or edited.  Fingers crossed that i get this asa result of this thread. Thanks A

jmbray
参加者

Very big thumbs up to update Deal Properties with Forms. Currently, our workaround is to duplicate all required Deal Properties within the Contact Properties which creates a database normalization and workflow management nightmare. Essentially doubles the work necessary for many automation processes and increases the risk of error. 

ALand
メンバー

Please do this, it would be great! I know we can copy properties from contact ones, but that means I'll end up with a bunch of contact and deal properites the same.

 

It's a really simple build, not sure why it hasn't been done. 

JB1
メンバー | Gold Partner
メンバー | Gold Partner

We have a use case for this which I expect could be quite popular.  We have several partner companies who send leads to us. We want them to be able to complete a form containing all the relevant information and have that create a deal which is acted on immediately.  We do have a workaround with duplicate contact and deal properties plus workflow but we have a potential problem when a partner wants to input two leads for the same contact.   I agree that forms should be able to use properties from any object in Hubspot.   looking forward to an update on this one. 

Lilliput00
参加者

Echoing what others have said, it would make a significant impact on our day-to-day operations being able to have deal properties in forms. With each form submission, we create a deal and currently we have workflows that copy contact properties into deal properties. But this workaround is not scalable and it adds an unnecessary amount of duplicated properties which can lead to errors downstream.

CRomero-Hamri
メンバー

I completely agree, we are creating forms to our website, were the customers can send in their inquiry- so we would also like to have deals properties as an option to add on the forms. 😊

VVilski1
参加者

Please continue looking into this! We'd love to have a form start a Deal - no need to copy & paste needlessly. I know you can do it, HubSpot wizards!!! 💡

RebeccaH
メンバー

This would be really helpful. As we have partners that create deals and we want them to be able to create a deal in HubSpot through a form.

AlNov
メンバー

+1, waiting for deal properties in forms. 

NRodic
参加者

We need this also. We have distributors who could be submitting closed deals via a form inside their intranet pages on our website. Now it is all manual.

FEmprechtinge
メンバー

+1 here! Currently trying to solve it through copying contact properties to deal properties, which is obviously a long and messy path.

Hubspotuser5
メンバー

This would be good!

JKalfayan
参加者

Just enable the association of properties across objects in hubspot. I have lots of use cases where I need to use form info for contacts or companies or deals. I'd also love to be able to link service tickets to deals and/or forms as well. Lots of other low/no-code have this feature and it's very easy to use. It also eliminates the crappy workaround using automations to copy redundant values across objects. It's absolutely insane to me that this isn't something that is a high priority as the current "solution" of creating duplicate properties/fields across objects and then copying data across is archaic and has lots of room for error. 

simpletiger
メンバー

Following this as we have several cases where this is needed. Sorta silly it's not in consideration by HubSpot to create a simple feature that so many have requested.

andyb
投稿者 | Gold Partner

Forms being able to update Deal Properties really would be useful. 

I have a particular use case with a customer of ours - they would like to send their end customer a link to complete a 'Deal' form so they can collect all necessary info to allow them to proceed with a proposal/quote. To do this, we would need to be able to add the Deal ID property to the form in a hidden field to ensure that the correct Deal was updated.

Thanks

rburton50
メンバー

We'd also love for forms to incorporate deal properties in order to adequately collect bulk information from clients associated multiple projects instead of linking to contact properties. 

KudosMedia
メンバー | Platinum Partner

Agreee. this is needed. Lots of chatter on this so obviously high demand.