A Form that Creates a Deal

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It it possible to have a form that creates a deal in a designated pipeline when submitted?

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Regular Advisor | Platinum Partner

Hi @Christy007 

Yes, if you have access to HubSpot workflows you can create a contact-based workflow that is triggered when your form is submitted. The workflow will then 'create a record' of type deal and then you can populate the deal record with information from the contact's record/form submission and add the deal to the sales pipeline and stage of your choice.

 

 

hs-form-to-deal-workflow.jpg

 


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Matthew Shepherd

An Inbound Growth Agency
Platinum HubSpot Partner

View solution in original post

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Regular Advisor | Platinum Partner

Hi @Christy007 

Yes, if you have access to HubSpot workflows you can create a contact-based workflow that is triggered when your form is submitted. The workflow will then 'create a record' of type deal and then you can populate the deal record with information from the contact's record/form submission and add the deal to the sales pipeline and stage of your choice.

 

 

hs-form-to-deal-workflow.jpg

 


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

View solution in original post

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New Member

You are wonderful. Thank you, that worked a charm.

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Regular Advisor | Platinum Partner

Great. You are welcome!


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

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