How do we create deals from GF submissions? We are successfully receiving form data in HubSpot, however, it’s not clear how we can indicated that a submission constitutes a deal… and a completed deal at that.
Hello @tofraser - our HubSpot Add-On currently supports Contacts only, not deals. We have an open feature request with the product team to expand the add-on to support deals and deal properties, and I will add your request there. If you have any other questions for us, please let us know. Thank you.
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I hope so too! Thanks for bringing it to the surface again.
The use of Gravity Flow’s outgoing webhook step should make this something you could setup without code via a workflow. See the webhook step setup instructions. The Create A Deal API Docs from Hubspot describe your scenario pretty closely that it can be used “when a contact submits a sales qualification form on your website, this endpoint creates a deal in HubSpot.” The following may help you in the initial test/setup phase if going that route:
- Use the Raw Request format in outgoing webhook to be able to define the properties array structure the Deals API calls for.
- Use the hapikey={key} query parameter in the URL step setting. You definitely could also setup oAuth authentication but doing so would cross from “no code” setup to a “low code” scenario. It would involve multiple webhook steps using conditional logic to check/store the valid token and expiration to an option plus a filter via gravityflow_webhook_args to populate the valid token to the outgoing request.
Cheers,
Jamie