How to create deal forms in HubSpot?
The answer lies in the HubSpot Marketplace. I recently came across a tool called FormCrafts, and it's designed to solve this exact problem.
It's an app that lets you build powerful forms that integrate directly with your sales process — allowing you to capture qualified deals
seamlessly and push them into your HubSpot pipeline without manual input or complex automation.
Here is a step-by-step breakdown of how to connect FormCrafts and map your form fields directly to Deal properties in HubSpot, based on their official guides.
1. How to Connect FormCrafts to Your HubSpot Account
The connection is a two-part process. First, you must add your form's domain to HubSpot to ensure submissions are tracked correctly.
Step 1: Add FormCrafts as a Site Domain in HubSpot (Prerequisite)
As per HubSpot's documentation, adding your external form domain prevents submissions from being filtered as spam.
- In your HubSpot account, click the settings icon in the top navigation bar.
- In the left sidebar, navigate to Tracking & Analytics > Tracking Code.
- Click the Advanced Tracking tab.
- Under the Additional site domains table, click + Add domain.
- Enter the domain your form is hosted on (e.g.,
app.formcrafts.com or your own custom domain) and click Add.
Step 2: Connect the App Inside FormCrafts
Once you've completed the prerequisite, you can connect the app inside your form's workflow.
- Inside your FormCrafts form editor, click on the Workflows button (top-left).
- Click the Add workflow button, then click to edit the new workflow.
- Click on Add action and select HubSpot from the dropdown.
- Click on Connect to HubSpot and follow the prompts to log in and authorise your account.
2. How to Map Form Fields to HubSpot Deal Properties
The best practice is to use a single workflow with two actions: first, to create the Contact, and second, to create the Deal.
Step A: Create the "Contact" Action
In the workflow you just created, your first HubSpot action should be set to Create or update a Contact. You will then use the Field mapping section to map your form fields (like email, first name, last name) to their corresponding contact properties in HubSpot.
Note: FormCrafts uses the @ symbol to reference your form fields (e.g., @[Your Email]).
Step B: Create the "Deal" Action (In the Same Workflow)
A workflow can have multiple actions that run in order. This ensures the contact is created *before* the deal, allowing you to link them.
- In the same workflow, click Add action again (underneath your contact action).
- Select HubSpot one more time.
- Set this new action to Create a deal.
- A new Field mapping section will appear. This is where you map your form fields to your Deal properties.
Here is the official mapping for creating a deal:
| HubSpot Deal Property |
How to Map It in FormCrafts |
| Associated Contact |
This is the most crucial step. Map this to your form's email field (e.g., @[Your email]). This associates the new deal with the contact created in the previous action. |
| Deal Name |
You can combine static text with form fields. Example: Quote - @[Installation type]. |
| Deal Description |
Map this to a details or message field, like @[Details]. |
| Amount |
Map this to a number field on your form, like @[Deal value]. (This can also be a hidden field calculated with conditional logic). |
| Deal pipeline & stage |
Select the exact pipeline and stage from the dropdown menus where you want new deals to be created. |
Once configured, save and enable the workflow. When the form is submitted, FormCrafts will create the contact and then create the deal, perfectly associated and populated with your form's data.
