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ARobinson58
Membre

Automations - Connecting Form to Existing Deal

Résolue

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 Solutions acceptées
HFisher7
Solution
Guide | Partenaire solutions Elite
Guide | Partenaire solutions Elite

Automations - Connecting Form to Existing Deal

Résolue

@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
Solution
Expert reconnu | Partenaire solutions
Expert reconnu | Partenaire solutions

Automations - Connecting Form to Existing Deal

Résolue

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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Voir la solution dans l'envoi d'origine

4 Réponses
HFisher7
Solution
Guide | Partenaire solutions Elite
Guide | Partenaire solutions Elite

Automations - Connecting Form to Existing Deal

Résolue

@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
Membre

Automations - Connecting Form to Existing Deal

Résolue

Thank you!  I'll try this now.

DianaGomez
Gestionnaire de communauté
Gestionnaire de communauté

Automations - Connecting Form to Existing Deal

Résolue

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
Solution
Expert reconnu | Partenaire solutions
Expert reconnu | Partenaire solutions

Automations - Connecting Form to Existing Deal

Résolue

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