Tips, Tricks & Best Practices

ASobusiak
Participant

Creating Deals and Leads from the Contact creation form

SOLVE

Hi,

is it possible to create Leads and Deals when adding a new Contact to HubSpot's CRM database?

The idea is that when creating a Contact, you'll immediately have the option to create a Deal or Lead associated with that Contact.

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Creating Deals and Leads from the Contact creation form

SOLVE

Hi @ASobusiak,

 

No, this is not possible – the create record forms are limited to one object exactly at the moment. See here: https://knowledge.hubspot.com/object-settings/set-up-fields-seen-when-manually-creating-records

 

You could request this from the product team in the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Creating Deals and Leads from the Contact creation form

SOLVE

Hi @ASobusiak,

 

No, this is not possible – the create record forms are limited to one object exactly at the moment. See here: https://knowledge.hubspot.com/object-settings/set-up-fields-seen-when-manually-creating-records

 

You could request this from the product team in the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

0 Upvotes