Form Elements Should Include Opportunity Custom Fields
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Cameron Blake
Adding custom fields for opportunities it great; however, we need the form to populate the opportunity, not the contact per say. We are a travel agency and book trips for the same client multiple times. Each trip is an opportunity while the client stays the same.
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Pallavi Kothari
Merged in a post:
Add updating to opportunity custom fields from a form. Like File Upload Fields.
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GoEnergy Services
Please add updating to opportunity custom fields from a form(. Like File Upload Fields.)or automaticaly, even the zapier integration doesn't work (for Create/Update). It is not good to constantly jump to contact details to see what someone filled in a form. Make it so data filled in a form or somewhere else is possible to be put in opportunity and in contact.
I contacted support and they told me it is not possible. Why are the opportunity fields even in the form builder?! what do they do there exactly except nothing?
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Pallavi Kothari
Merged in a post:
✅ Ability to create opportunity on form submission (from the form builder)
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Iver Aune
Our workflow feature is under the $297 plan, but my forms and opportunity features are under the $97 plan.
This enhancement would allow us to add opportunities on form submissions without access to workflows. Kinda like the email notification.
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Billy Edmunds
Iver Aune If you use the opportunity custom fields in a form, it will ask you where you want to create the opportunity and automatically create the opportunity on form submission. I'm not sure about surveys though. This works just fine on my $97 plan.
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Iver Aune
Billy Edmunds That's a nice workaround! Thank you! However, shouldn't this still be a feature?
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Billy Edmunds
Iver Aune Don't even get me started on the limitations of opportunities :) This is single handedly, IMO, the largest short-coming of GHL and once it's fixed will result in massive growth for the platform. Function over form. While I admire the MVP approach for some things, opportunities are the lifeline of a business. You can have all the magic AI and form builders and everything else, but if you can't create, find, move, modify and work specific opportunities, the rest becomes less valuable. The platform was clearly developed for teaching courses with a single opportunity mindset, and obviously it's done well for them, but if they want to lure service based businesses they'll need to focus more development resources on opportunity management.
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Iver Aune
Billy Edmunds I agree! Please send some ideas that should be upvoted!
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Iver Aune
Both forms and surveys btw! (We use both for lead gen)
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Pallavi Kothari
Merged in a post:
FIX ERROR!!! Add media to opportunities from a form
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Okorogo Wiz
Form does not submit when trying to add media(images and videos) and adding them to opportunities card through custom opportunity field. PLEASE FIX! PLEASE
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Kenny Butt
PLEEEEEEEAAAASE add this!
I currently have to wait for a lead to fill out our form in order to initiate the creation of an Opportunity before I can start working, or taking down notes. If I create an Opportunity card and then the lead fills out the form it ends up creating a secondary Opportunity and I have to manually combine them.
This is causes such a headache.
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Omar de Santos
Yes, please, this is critical!!! We're now having to use outside forms combined with API 2.0 to create opportunities and fill the custom fields...would be sooooo much easier if we could just use GHL forms for this.
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Thomas Williams
YES PLEASE I UPVOTE THIS!