Allow Forms with Custom Opportunity Fields to Update an Existing Opportunity
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Paul Grayson-Mather
Currently, if a custom opportunity field is used in a form, it automatically creates a new opportunity. While there are use cases for this, I have far more use cases for updating an existing opportunity.
Example: I have an electrician client with a form his engineers use to update paperwork. The form works off a trigger link. What he wanted to happen was for the opportunity to be updated in the specified pipeline stage. But instead, it creates a new opportunity.
I have tried creating an automation with the trigger being the form submission, but this updates the new opportunity, not the existing one.
I cannot prevent duplicate opportunities as the client has a lot of return customers. "Allow duplicate opportunities" should actually be called "Allow multiple opportunities". I don't think anybody wants truly duplicate opportunities, they want multiple opportunities against the same contact, with the ability to decide whether a form or automation should create a new opportunity or update an existing one.
Any automation that sends forms to opportunities would also require the current opportunity to be updated.
I was so excited to see opportunity-level custom fields be released, but they're still not quite there. There is still too much reliance on storing data against the contact.
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D
Duane Winkel
I need to be able to update an existing opportunity and not create a new one.
It is close but I am unable to select file uploads on an opportunity.
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Adrian Aybar
Dealing with this in my Company aswell
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Silvio Kirsammer
The feature could be implemented as follows:
Associate a form with a contract by using
?contact_id={{contact.id}}
as it's currently done. Additionally, integrate a dropdown menu for forms that lists all opportunities related to the associated contact. This menu could list opportunities either by ID (similar to a case number) or even better, by showing specific, predefined criteria and field values of the opportunities. This would help the form user accurately select the appropriate case/opportunity.
Furthermore, if we could pre-populate this field using the opportunity ID with a query string like
?opportunity_id={{opportunity.id}}
and hide this field within the form, it would enable the use of multiple forms linked to the same opportunity within a single workflow or a series of forms / funnel pages.
This approach would enable us to do everything necessary as far as I understand it.
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After Party Food
Silvio Kirsammer Thanks for this. I tried to replicate what you described but couldn't get it to work based on my understanding. Note: I am very new to GHL. Could you elaborate please?
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Silvio Kirsammer
After Party Food You can link a form to a contract by using
?contact_id={{contact.id}} as a query string.
This enables you to send a user-associated link via email or to use this approach for a series of forms / funnel pages in a row.
But so far this only works for contacts not for opportunities.
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After Party Food
Silvio Kirsammer Ok! Thank you for the clarification. Looking for forms to show or update a specific opportunity custom fields.
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Mike Giannoulis
Yes this is much needed. I'm not sure how it would work but there needs to be an ability create a form that can both create and update opportunities. Maybe the opportunity ID can be passed in the URL string to accomplish this so the update can be dynamic and not require choosing the Opportunity to post the data to when creating the form.