Using Forms and Surveys with Custom Opportunity Fields

Overview

By adding opportunity custom fields to your forms and surveys, you can capture deal-specific information at the very first point of contact. This ensures that every submission is not just a new lead — but also a properly tracked opportunity in your sales pipeline.

This feature saves time, reduces manual entry, and makes your pipeline tracking more accurate.

How-to Steps

1. Access the Form or Survey Builder

• Go to Sites > Forms/Surveys.

• Create a new form/survey or edit an existing one.

2. Navigate to Custom Fields

• Click the + icon in the builder.

• Select Custom Fields.

• Choose Opportunity from the dropdown category.

3. Add Opportunity Custom Fields

• Drag and drop the desired fields into your form or survey layout.

• Examples include:

  • Pipeline

  • Stage

  • Status (open, won, lost)

  • Opportunity Value ($)

  • Expected Close Date

4. Configure Field Settings

• Open the settings modal for each field.

• Configure details such as:

  • Pipeline – Select an existing pipeline or create a new one.

  • Stage – Map to the correct stage in your sales process.

  • Status – Open, Won, Lost.

  • Value – Assign a deal amount or leave open for user entry.

5. Save and Test

• Click Save to finalize your form/survey.

• Submit test data to confirm that:

  • A contact record is created (if one doesn’t already exist).

  • A new opportunity is automatically generated and mapped with the chosen fields.

Benefits

• Efficiency – No more manual pipeline entry. Opportunities are created instantly.

• Customization – Map opportunities to fit your exact sales process.

• Automation – Submissions feed directly into your sales pipelines.

• Accuracy – Key deal data is collected at the source, reducing errors.

Pro Tips

• Organize Fields – Use collapsible field formats to keep opportunity fields neatly grouped.

• Optimize Pipelines – Regularly update your pipelines and stages to reflect your real sales process.

• Map Strategically – Only include the fields that are critical to your workflow to keep forms simple and user-friendly.

FAQ & Use Cases

Q1: How do I make sure all necessary data is captured?
Include required opportunity fields and verify that pipeline/stage configurations are correct before publishing.

Q2: Can I set up multiple opportunity pipelines?
Yes. Create separate pipelines for different services, products, or processes.

Q3: What happens if a contact already exists?
The new submission will create a new opportunity and link it to the existing contact (no duplicates).

Q4: Can I use this for qualification surveys?
Yes. Surveys can qualify leads into the right pipeline, with pre-mapped status and stage, based on responses.