Allow Opportunity Custom Fields in Forms/Surveys
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Rich Warren
Please add the ability to add Opportunity Custom fields into forms and surveys. There are several use cases (support ticket functionality, sales opportunity data, product purchase onboarding when clients purchase multiple quantities of the same product, etc...) This would also clean up over crowded contact fields.
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Calvin Quentin
I have now changed all my forms and automations for this, it was working for a little bit and now it doesn't populate anymore. Please fix this, I think there is a glitch
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Vinuja Fernando
Calvin Quentin Same boat here. Data entered in a form doesn't update the opportunity. Any indication as to when this will be made available?
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David Lee-Schneider
Calvin Quentin Same here. Created a bunch of opportunity fields for a quote request form, but the data doesn't populate inside the opportunity. Any updates on a fix Sales & Marketing?
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Daniel Coburn
Great first step, but how do you use opportunity custom fields in a contract? It seems like a contract or invoice could benefit from using opportunity custom fields vs. having to move them into contact custom fields.
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Sales & Marketing
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Jennifer Slack
Sales & Marketing These same "Opportunity" fields used to show up in Automations. But no longer does. I need the submissions to show up on the opportunity card.
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Hamzeh Qawasmi
Sales & Marketing is there any updates on this feature please , would you be able to share with us the development roadmap !
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Sales & Marketing
Hamzeh Qawasmi: It will be LIVE next week. Development in completed and in final testing phase
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Devon Smart
Sales & Marketing will this come with workflow actions and triggers?
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Eric Chong Health Starts From Mouth
Im also stuck, wondering when it will be available in the labs?
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Dustin Bosscher
Agree.. Totally need this feature.. I'm stuck without it.
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Erik Stikuts
Yeah, this needs to be done. We are looking to use a form to get specs for a website , would be good to have that converted into pdf that will get emailed to the developer automatically that they can digest easily.
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Sean Leone
another vote for this
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Hamzeh Qawasmi
Has there been any recent information or developments?
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Rodney Kesselring
I agree this will be a great enhancement, the challenge I see is that not every form submission creates an opportunity but every form creates or updates a contact, then we use workflows to create the opportunity, so this will need some kind of hook into creating an opportunity automatically.
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