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.![notion image](/_next/image?url=https%3A%2F%2Fwww.notion.so%2Fimage%2Fhttps%253A%252F%252Fprod-files-secure.s3.us-west-2.amazonaws.com%252F2a7ed980-5add-4b51-82ab-889415f57134%252Fd2f3b3c9-3863-426e-8683-015b5200ab10%252FScreen_Shot_2023-10-27_at_4.12.16_PM.png%3Ftable%3Dblock%26id%3D4c03aff8-d415-4588-83f6-68249d93d28a%26cache%3Dv2&w=3840&q=75)
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.![notion image](/_next/image?url=https%3A%2F%2Fwww.notion.so%2Fimage%2Fhttps%253A%252F%252Fprod-files-secure.s3.us-west-2.amazonaws.com%252F2a7ed980-5add-4b51-82ab-889415f57134%252Fdb8124a3-d0d9-404a-9646-42a71b2a6811%252FScreen_Shot_2023-10-27_at_4.37.08_PM.png%3Ftable%3Dblock%26id%3Da0fea2a8-2308-46d0-9a5f-085bf1d45226%26cache%3Dv2&w=3840&q=75)
Click
Finish setup
when you're done. Remember to Publish
your form once you've made the new changes.