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ARobinson58
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Automations - Connecting Form to Existing Deal

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Is there a way to automate a form completion to an existing Deal?  For example, we have a contact in the Interested Stage of a Pipeline and they complete the Registration form later.  When they complete that form, can it connect the current interest deal/stage and move them to registered stage.  Right now, we have it putting them in the Registration Stage but then I have duplicates - they are in the interest stage and registration stage vs connecting the two.

2 Soluciones aceptadas
HFisher7
Solución
Guía | Partner nivel Elite
Guía | Partner nivel Elite

Automations - Connecting Form to Existing Deal

resolver

@ARobinson58 (& @DianaGomez) - Within the workflow you have which currently creates a deal in the registration stage of your pipeline when a contact submits the Registration form, you could add in an 'if/then' action as the first step post-enrollment. 

This action can look to see if the contact is already associated to a deal in the 'Interested' stage and, if so, update the deal stage of that existing deal. If a deal in that stage does not already exist, the other branch can create the deal. 

Something like this:

Screenshot 2023-05-29 at 19.33.17.png


-----
Hannah Fisher | HubSpot Platform Consultant @BabelQuest - Elite HubSpot Partner

 

 


Hannah Fisher
CRM Platform Consultant @ Elite HubSpot Partner BabelQuest
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jolle
Solución
Experto reconocido | Partner
Experto reconocido | Partner

Automations - Connecting Form to Existing Deal

resolver

Thanks for the mention, @DianaGomez! And great question, @ARobinson58!

 

@HFisher7's suggestion is awesome and should get you what you need here! If there are any other stages the deal could be in prior to a registration form submission (i.e., anything before the Registration stage), be sure to factor those into your if/then branch. It could also be worth adding an internal notification or task step as well to let the deal owner know that the deal was moved ahead and to confirm the details, if needed.

 

Hope everything goes smoothly with the buildout!

Jacob Olle

Marketing Operations Manager

HubSpot Certified Trainer

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4 Respuestas 4
HFisher7
Solución
Guía | Partner nivel Elite
Guía | Partner nivel Elite

Automations - Connecting Form to Existing Deal

resolver

@ARobinson58 (& @DianaGomez) - Within the workflow you have which currently creates a deal in the registration stage of your pipeline when a contact submits the Registration form, you could add in an 'if/then' action as the first step post-enrollment. 

This action can look to see if the contact is already associated to a deal in the 'Interested' stage and, if so, update the deal stage of that existing deal. If a deal in that stage does not already exist, the other branch can create the deal. 

Something like this:

Screenshot 2023-05-29 at 19.33.17.png


-----
Hannah Fisher | HubSpot Platform Consultant @BabelQuest - Elite HubSpot Partner

 

 


Hannah Fisher
CRM Platform Consultant @ Elite HubSpot Partner BabelQuest
Unlock the potential of HubSpot

Did my post help answer your query? Help the Community by marking it as a solution
ARobinson58
Miembro

Automations - Connecting Form to Existing Deal

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Thank you!  I'll try this now.

DianaGomez
Administrador de la comunidad
Administrador de la comunidad

Automations - Connecting Form to Existing Deal

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Hi @ARobinson58,

 

Thank you for reaching out to the Community!

 

I wanted to tag in a couple of subject matter experts to see if they have any input on this matter:
hi @jolle@deepikaverma@Phil_Vallender  do you have any advice for @ARobinson58 ?

 

Thank you!

 

Best,

Diana


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jolle
Solución
Experto reconocido | Partner
Experto reconocido | Partner

Automations - Connecting Form to Existing Deal

resolver

Thanks for the mention, @DianaGomez! And great question, @ARobinson58!

 

@HFisher7's suggestion is awesome and should get you what you need here! If there are any other stages the deal could be in prior to a registration form submission (i.e., anything before the Registration stage), be sure to factor those into your if/then branch. It could also be worth adding an internal notification or task step as well to let the deal owner know that the deal was moved ahead and to confirm the details, if needed.

 

Hope everything goes smoothly with the buildout!

Jacob Olle

Marketing Operations Manager

HubSpot Certified Trainer

Create Your Own Free Signature