How to use a form to let the customer fill out deal details?

[FDollinger]

Hi there,

we are creating right now a deal for a replacement, then we are asking the customer where to ship the replacement. We then fill in the address details by hand in the deal...

This feels super wrong.... I would appreciate if I could instead send the customer a form to fill in the address details by himself. Is there a way to do so?

Best regards,

[FDollinger]

deleted post, accidentally posted as answer, not reply

[karstenkoehler · Accepted solution]

Hi @FDollinger,

Form submissions cannot update deals directly, no, and workarounds are typically messy.

The far easier thing to design would be a form submission that creates the deal. Would that be an option?

(A contact based workflow can enroll a contact, triggered by the form submission, the use the 'Create record' workflow action to create a deal and copy over immediately information from the submission, such as the shipping address.)

Alternatively, you could also capture the shipping address on the contact and use sync properties to display it in the deal. This however only makes sense f there isn't any risk of the address changing / there being multiple deals at the same time.

Best regards!

[FDollinger]

Hey Karsten,
thank you for your answer!

not sure if that might work, our current workflow is, that we have a service meeting together, diagnose the system remotely, and if necessary, we create a deal with a line item that is the part that is broken.

When using your first suggestion, I would imagine the flow like this:

* customer reaches out
* we have a meeting to diagnose the system, turns out part A is broken
* we tell the customer to fill out the form, which then creates a deal
* I search for the deal and fill in which parts are broken (add the line items)

right?

The latter suggestion will not work because the shipping address is often a different one for our customers, unfortunately.

[karstenkoehler]

@FDollinger your summary of the first approach is correct, yes. What do you think, do you need more detailed steps to configure it?

[FDollinger]

The only thing that bugs me, is, that I already know what is broken when I tell the customer to fill out the form, therefore it would be great if that information would then already be in there as soon as the customer submits it. Without the need that I add I keep track and add it.

Maybe another approach would be: the customer fills out the form and selects the part that he/she wants to get replaced by himself, without us doing that, we just help them identify the broken part during the meeting. Would there be a way so that the customers can choose from the line items themselves?