Passing Form Comments to Deals

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Has anyone had success taking passing information from a Comment box (i.e. form field) into a property on a deal record? 

 

We are integrated with Salesforce and often the information that someone enters into the Comment portion of our web form is the part that the sales rep needs to know in order to follow up with the lead. Has anyone had success with a workflow or process that automatically pulls the information that is in a form field and populating it on a Deal record for Sales to see?

 

Thanks!

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Advisor | Platinum Partner

Hi @ryanking 

 

You can copy contact fields into deal fields if you are using a workflow to create a new deal.

 

 

hs-copy-msg-to-deal.png

 

 

If you need to copy the message field to an existing deal this is something you can't do out of the box with workflows at the moment. There are a few suggested solutions to this in the community using integrations:

 

https://community.hubspot.com/t5/Lists-Lead-Scoring-Workflows/How-to-copy-HubSpot-Deal-Properties-to...


https://community.hubspot.com/t5/HubSpot-Ideas/Copy-contact-properties-to-Deal/idc-p/205397/highligh...


Did my post help answer your query? Help the Community by marking it as a solution.

Matthew Shepherd

An Inbound Growth Agency
Platinum HubSpot Partner

1 Reply 1
Advisor | Platinum Partner

Hi @ryanking 

 

You can copy contact fields into deal fields if you are using a workflow to create a new deal.

 

 

hs-copy-msg-to-deal.png

 

 

If you need to copy the message field to an existing deal this is something you can't do out of the box with workflows at the moment. There are a few suggested solutions to this in the community using integrations:

 

https://community.hubspot.com/t5/Lists-Lead-Scoring-Workflows/How-to-copy-HubSpot-Deal-Properties-to...


https://community.hubspot.com/t5/HubSpot-Ideas/Copy-contact-properties-to-Deal/idc-p/205397/highligh...


Did my post help answer your query? Help the Community by marking it as a solution.

Matthew Shepherd

An Inbound Growth Agency
Platinum HubSpot Partner