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.

HubSpot Updates
Being Reviewed
April 19, 2023 07:43 AM

Hi folks, 

 

I'm Ian, the Product Manager for Hubspot's Forms tool. 

 

Thank you all for taking the time to submit, upvote, and comment on this idea. We hear you loud and clear, and we agree that this functionality is important. We are currently evaluating if this idea is feasible and, if so, how our team will implement it. 

 

Any news about this feature request will be relayed on this thread, so stay tuned! 

 

Ian

March 24, 2021 10:14 AM

Hi folks,

Support for deal properties in forms is definitely something we want to look into. But for now, we are not actively looking into building this due to other priorities. We will review this again later this year. 

 

Thank you!

 

Regards,

Sabari

Forms Product Team

Not Currently Planned
March 24, 2021 10:14 AM

177 Replies
CPfeiffer
Member

We really need this! I don't understand how forms are only seen as an external tool. Especially in sales automation, such forms are perfect for allowing colleagues with few HS touchpoints to quickly feed data into the system.

Mart
Contributor

any updates?

 

SilverBoxAgency
Member

Hey all. I'm unsure if this will ever be coming based on how long this has been taking and how little attention it's gotten from the HubSpot team.

There is a workaround if you have Marketing Pro, which basically is using a workflow and copying contact properties submitted to create a deal and then copying those contact properties to deal properties and then clearing those contact properties. Also are several workarounds for using things like being able to select a "HubSpot User" on a form and mapping that to the deal owner. 

 

If this is something enough of you are interested in, I can share it in a detailed walk-through. But I don't want to do that if everyone already knows this and they're just tired, like I am, of making new workaround workflows for every new client that needs deals created externally!

FlyingKiwi
Member

100% please make this possible!  It means we could delete workflows and having to change both contact and deal properties. 

Vnsales
Member

Does this mean that forms aren't linked to deals? If so what is Hubspots current suggested solution for putting RFIs into deals?

adamhopkins
Member

Hi, can see this is being reviewed, fingers crossed it gets implemented. I know it's not a massive chore to copy the properties over from a contact/company level, but this would be super useful if we could just fill in deal properties from a form.

SCavero
Member

This would be super helpful so we can get enquiries directly through the form

Vnsales
Member

Lets just take a step back here and acknowledge generally that Hubspot has not considered one of the most fundamental yet also automatable parts of sales when trying to achieve scalability: information gathering for quote generation. 

 

There are a few posts here that ask about this issue in a general way. The way suggested here is good, but the bigger concern is that Hubspot doesn't seem to have an awarenesss generally of this need. 

 

Hubspot should be able to answer the question of "How can you help me to automate or optimize requirements gathering / info gathering for quote generation?".
This is a pretty standard part of many sales flows, but I've asked this, directly, to sales staff, and there's literally no answer. None. 

Im flabbergasted. 

So yes, upvote on this, but also we need to help Hubspot see this massive, shockingly obvious hole in its offering, beyond just suggesting different ways we personally want to see it implemented

 

VBenkert
Member

We use a form to capture deal-specific shipping information. Right now we have to have this data go to the company or contact rather than the specific deal. A solution too this would be amazing.

BWatson1
Member

GREAT idea! Currently using zapier to get around this. 

AyushK
Member

We need this functionality urgently. The customer experience is only getting compromised with redundant form fills followed by merges later and leads to loss of data sanctity.

TuMa
Contributor
Agreed!! Up vote!!
AgatheDerrien
Participant

Hello,

It would be amazing to have deal properties availale in contact form submissions to automatically create deals in HubSpot CRM.

Jung_Yueh_Lien
Participant | Diamond Partner

When creating a form, you can select Contact property, Ticket property, Company Property,and custom property on the left side. Why is it that only Deal property cannot be used? Is there a way to enable it? Because when a customer submits an inquiry form, it would be more suitable to integrate it directly with the Deal Pipeline , then the sales rep get the info to follow up etc .... 

pbeville
Participant

6 YEARS THIS HAS BEEN OPEN!  This is important for many commercial sites, please can someone at Hubspot prioritise this.

TuMa
Contributor

Any updates? 

pbeville
Participant

I have just found out the Jotform enables you to include deals in forms via their Hubspot integration - it works well associates the deal with the contact - and the form designer is much nicer than the Hubspot one!  Forms can be standalone, embedded of iframed into websites, emails, etc... Hope this helps.