Use deal properties in forms

What is it?

You can now use deal properties directly inside HubSpot Forms, enabling you to:

✔ Connect capture to revenue: Forms can instantly create deals, making marketing’s contribution measurable.

✔ Eliminate duplication: Stop collecting deal data on contacts and copying it later.

✔ Improve CRM accuracy: Deal data lives where it belongs, increasing reporting trust.

✔ Reduce manual work: No more workflows, hidden fields, or duplicate properties.

Why does it matter?

Historically, data that logically belongs on the Deal (e.g., quote configuration, renewal intent, shipping information, loss reason) had to be collected on the Contact first - then copied over via workflows or custom code.

This created:

• - Duplicate data
• - Broken automation
• - Reporting inaccuracies
• - Friction for teams managing multiple deals per contact

For marketing, sales, and RevOps teams operating in deal-centric workflows, this was a major limitation.

Now, you can collect and report on deal data natively - without workarounds.

How does it work?

Add deal properties to a form

• - Navigate to Marketing > Forms
• - Create a new form or open an existing one
• - In the editor, go to Properties
• - In the All properties dropdown, select deal properties and add them to your form

Configure deal creation

• - Go to Form Settings
• - Open the new Deals section
• - Toggle Create deal ON or OFF

If enabled, a new deal will be created for each form submission.

Then define required deal settings including:

• - Deal name
• - Pipeline
• - Deal stage

Reporting on deal performance

When a form includes deal property fields and is submitted:

• - View related deal performance metrics in the Forms Performance tab
• - Navigate to the Analyze tab to see how deal property fields were completed

Note: The Revenue Attribution Report is only available to Marketing Hub Enterprise Customers.

For more details, visit this knowledge base article.

Who gets it?

Deal Creation via forms is available to all HubSpot customers

Revenue Attribution report is only available to Marketing Hub Enterprise Customers