Forms <> CRM – Create Opportunities, Companies and Custom Objects from Forms, No Contact Needed

🔎 Overview

Forms used to be built around a contact. To get a deal, a company or a custom object record in from a form, you had to collect a name, email or phone first. Now a form can create an opportunity on its own, with no contact. It can also create two linked records: an opportunity and a company, an opportunity and a custom object record, or a company and a custom object record.

🚀 What's New?

Opportunity-only forms
: a form with just opportunity fields creates the opportunity, with no contact, e.g. a quote request or project inquiry form.

New form combinations, no contact required
: – Opportunity + Company, e.g. a partner deal registration form – Opportunity + Custom Object, e.g. a property viewing request that creates the deal and the property – Company + Custom Object, e.g. a commercial lease inquiry that creates the company and the property

Add Object Fields
: pick Opportunity, Company or any custom object and add its fields. Opportunity Name is required on any form with opportunity fields.

Association label
: when you add the second object, choose how the two records are linked, e.g. Business, Primary Company or Listing. Labels come from your association settings.

Set up this opportunity
: for forms with opportunity fields, choose the pipeline, stage, status and opportunity value for every submission.
On submit, both records are created and linked with the label you picked. Opportunities land in the chosen stage with Source FORM.

💻 How to Use

Sites > Forms > open or create a form, and remove the default contact fields.
Add Object Fields > pick Opportunity or Company > add its fields.
To create a second record, switch the object dropdown to Company or a custom object, add its fields, pick the association label in the pop-up, then Save. Skip this step for an opportunity on its own.
For opportunities, click Opportunity Name > Edit Opportunity Settings and set the pipeline, stage, status and value.
Save and share the form. Track entries in Submissions.

🎯 Why This Matters

Quote, deal, partner and property forms bring in the right records, not placeholder contacts.
Records arrive already linked, with the right relationship label.
One form replaces a contact form plus manual record creation and linking.

💡 Pro Tips

Opportunity Name is required on any form with opportunity fields.
The opportunity value comes from Set up this opportunity, not from the form. Use an opportunity custom field such as Proposal Amount to capture an amount from the visitor.
Create the association label you need in Settings > Objects > Associations before building the form.
This is part of the Opportunity-First private beta. Locations are enabled for the beta.