Make new companies and deals in a HubSpot form
Add new company records and set up your deals pipeline in HubSpot through Fillout forms.
How to add a company
Select a Company property from the dropdown, and reference it to the respective field by looking for the page containing it, then
Insert
it.
Good to know: You can map URL or Email fields to the Company Domain property, and it will extract the domain name. For example, alfie@sola.com will be recorded as sola.com in HubSpot.
Click
Finish setup
once everything is good.How to create a deal
Simply select a Sales pipeline and Deal stage. You can also
+ Add new
Deal properties if you prefer to. Then, choose a Deal property, and Insert
the relevant reference to match it.
Click
Finish setup
when you're done. Remember to Publish
your form once you've made the new changes.