Allow Forms with Custom Opportunity Fields to Update an Existing Opportunity
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Paul Grayson-Mather
Currently, if a custom opportunity field is used in a form, it automatically creates a new opportunity. While there are use cases for this, I have far more use cases for updating an existing opportunity.
Example: I have an electrician client with a form his engineers use to update paperwork. The form works off a trigger link. What he wanted to happen was for the opportunity to be updated in the specified pipeline stage. But instead, it creates a new opportunity.
I have tried creating an automation with the trigger being the form submission, but this updates the new opportunity, not the existing one.
I cannot prevent duplicate opportunities as the client has a lot of return customers. "Allow duplicate opportunities" should actually be called "Allow multiple opportunities". I don't think anybody wants truly duplicate opportunities, they want multiple opportunities against the same contact, with the ability to decide whether a form or automation should create a new opportunity or update an existing one.
Any automation that sends forms to opportunities would also require the current opportunity to be updated.
I was so excited to see opportunity-level custom fields be released, but they're still not quite there. There is still too much reliance on storing data against the contact.
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Sales & Marketing
Merged in a post:
Update Opportunities via Form Submissions and workflows
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Kevin Jones
To make opportunities more useful it would be nice to update an opportunity so that it does not have to be a manual process. Right now there is no way to update an opportunity via automation from forms or other third-party input options. If you use a form it only creates a new opportunity, it will not update.
The idea is to pre-populate the form with the opportunity_ID via url=paramaters or manual entry, which would tie the form to the opportunity.
Similar to how if you pre-populate a contact's email address, you can submit the form and update a contact field.
Upon submit the opportunity fields on the form would update the opportunity based on the opportunity_ID or possibly any customField value.
This would open up a world of possible use cases.
For example, in real estate: The opportunity is a Listing at a particular address.
There are many different interested parties who need to interact with the opportunity: buyers, sellers, appraisers, inspectors, Agents, contractors etc.
if we could send a form to the seller, they could fill out information about their home onto the opportunity.
We could send another form to the title company for them to fill out the property description, notes, title policy cost etc.
We could send another form to the buyer's agent and have them upload their offer, which would be saved to the opportunity.
In any scenario where the opportunity involves many different players, we could design systems that can be automated to keep everyone informed and data about that particular "Listsing opportunity" in the case of real estate can be consolidated in the opportunity instead of trying to make it work in contacts, which is just impossible.
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Jed Hatton
Need this
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Brian Foster
Agree this is a needed feature.
Is a workaround to have the form submission update contact fields then have a workflow find opportunity then update the opportunity fields to match the contact fields that were set?
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Richard Llewellyn
Yes, I need this. I want sales staff to complete a form to populate details for opportunities.
Sales staff would ideally complete several forms over the lift cycle of an opportunity. This keeps data collection simple and consistent, and there is a clear flow of opportunity from creation to completion.
It also enables one client to have multiple opportunities.
Currently, you CANNOT use a GHL form to update an existing opportunity. For a CRM it feels like such a basic function.
The only work arounds are either:
- Replicate all opportunity values in the contact and then move them over using an automation. - Lots of duplication and potential for errors when data gets out of sync.
- Use a different form builder and Make or Zapier to update GHL Opportunities - Just pretty stupid.
Clearly, neither is a good option.
Just make the all of the variables added to a form available in workflows triggered by that form.
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Richard Llewellyn
Any good solutions to this? If I submit more data via a form the source for the contact and deal are updated to FORM, but I just want to update the other details.
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Brandon O'Connell
Similarly... I have a client with multiple products and product fulfillment pipelines, where a single contact can be within several pipelines at the same time. Each pipeline can have multiple order fulfillment opportunities, and critical fulfillment data submitted via forms needs to be attached specifically to that opportunity card... NOT the contact. We need form submissions (opportunity custom values) to be able to update directly to an opportunity card.
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Manuel Azar
To whoever is facing issues with this...
Made this video for a workaround. Works pretty well using Create Opportunity, Find Opportunity, and Update Opportunity
Managed to have multiple applications / opportunities in a single pipeline.
For realtor, etc.
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Zach Bosson
Manuel Azar
For anyone else hopeful for a solution - this video discusses the exact opposite of the goal of the post.
I think my solution will be to create a workflow that deletes old opportunity on form submission, feels heavy handed so I am still seeking a more elegant solution.
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Peter McMahon
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Peter McMahon
This has been requested in many forms in the past, but when do we think this will be available ?
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Bose Akadiri
Yes! I need this because I do corporate workshops and speaking engagements. Oftentimes the same client will hire me multiple times (which is great because repeat business has a lower acquisition cost).
I need someone to be able to fill out my contact form and it connect their name to contact but the other fields like "what are your event goals?" to a new opportunity. Each customer will have mlt opportunities and each opportunity will have it's own contract.
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