Allow Opportunity Custom Fields in Forms/Surveys | Voters

Allow Opportunity Custom Fields in Forms/Surveys

complete

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

Calvin Quentin

I have now changed all my forms and automations for this, it was working for a little bit and now it doesn't populate anymore. Please fix this, I think there is a glitch

Vinuja Fernando

Calvin Quentin Same boat here. Data entered in a form doesn't update the opportunity. Any indication as to when this will be made available?

David Lee-Schneider

Calvin Quentin Same here. Created a bunch of opportunity fields for a quote request form, but the data doesn't populate inside the opportunity. Any updates on a fix Sales & Marketing?

Daniel Coburn

Great first step, but how do you use opportunity custom fields in a contract? It seems like a contract or invoice could benefit from using opportunity custom fields vs. having to move them into contact custom fields.

Sales & Marketing

marked this post as

complete

This is LIVE now: https://ideas.gohighlevel.com/changelog/introducing-opportunity-custom-fields-for-forms-surveys

Jennifer Slack

Sales & Marketing These same "Opportunity" fields used to show up in Automations. But no longer does. I need the submissions to show up on the opportunity card.

Hamzeh Qawasmi

Sales & Marketing is there any updates on this feature please , would you be able to share with us the development roadmap !

Sales & Marketing

Hamzeh Qawasmi: It will be LIVE next week. Development in completed and in final testing phase

Devon Smart

Sales & Marketing will this come with workflow actions and triggers?

Eric Chong Health Starts From Mouth

Im also stuck, wondering when it will be available in the labs?

Dustin Bosscher

Agree.. Totally need this feature.. I'm stuck without it.

Erik Stikuts

Yeah, this needs to be done. We are looking to use a form to get specs for a website , would be good to have that converted into pdf that will get emailed to the developer automatically that they can digest easily.

Sean Leone

another vote for this

Hamzeh Qawasmi

Has there been any recent information or developments?

Rodney Kesselring

I agree this will be a great enhancement, the challenge I see is that not every form submission creates an opportunity but every form creates or updates a contact, then we use workflows to create the opportunity, so this will need some kind of hook into creating an opportunity automatically.

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