Allow Opportunity Custom Fields in Forms/Surveys | Opportunities & Pipelines

Allow Opportunity Custom Fields in Forms/Surveys

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.

August 9, 2023

Josh Arras

Yes this is very needed for all the reasons listed.

Mark Cafero

Yes! This would make a huge difference in building post-sale surveys where you can attach those data points to the opportunity.

Christina Rosario

I agree, this is huge! One of the biggest challenges with HL is that everything is centered around a Contact and not the Company. There are often many contacts within a company and can never find the notes and data in custom fields, depending on who answered the form/survey or who in the company we spoke to. Also, you have to leave the Opportunity and go find data in the Contact. If we hadd Opportunity Custom Fields tied forms/surveys/etc as the central point of data that would be awesome. The way it is right now is just not functional! :)

Rebekah Lindvall

Agree - some contacts have multiple opportunities!

Caroline Blijlevens

So true. Also let custom date fields in opportunities be used in workflows. That would help us big time.

Adrian King

Agreed. This will be essential for me to migrate a client website to HL. The business currently has a 'Request for Quote' web-form (using Paperform) that goes into a deal in the Sales CRM (Pipedrive) via Zapier. The form has about 20 fields to capture the request for quote information. We're very excited about moving it to HL, but it needs Opportunity Fields in Forms in order for the workflow to create an opportunity containing the information submitted by the lead.

Phillip Crawley

I would love this feature, right now we can only upload attachments to the contact. Problem is that it's hard for staff to find this info as they have to go out of the opportunity and back into the contact. Also some contacts have multiple opportunities so we have no way of knowing what attachments relate to which opportunities :(

Don Franklin

Agreed! This will allow for say a quote request form to be completed with fields like project details, project site location address (different from contact address), and any other custom fields that are pertinent to that specific job opportunity that the form is being created for so that it can be populated to the opportunity card and not have to use contact custom fields to be added to the contact record.

Mark Barron (Mod)

Agree with this! This would be very useful

Iver Aune

This would be huge! Should be an easy change, hopefully they dont overthink this one and just get it added fast and easy!

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