Who This Is For / When to Use
Use this when you want to:
Capture opportunity-specific data directly from a form or survey
Automatically create an opportunity when a form is submitted
Map form responses to Opportunity custom fields without manual entry
Access the Form or Survey Builder
Go to Sites > Forms/Surveys.
Click Add Form/Survey or open an existing form to edit.
Ensure you are in the Edit tab of the builder.
Add Opportunity Fields to the Form
Click the + icon in the top-left corner of the builder.
Open Add Object Fields.
Select Opportunity from the object dropdown.
Choose the Opportunity custom fields you want to collect.
Drag the selected fields into your form layout.
Each added field is now linked directly to the Opportunity object.
Configure Opportunity Creation Settings
Click any Opportunity field already placed on the form.
In the settings modal, define where the opportunity should be created.
Select:
Pipeline
Stage
Status
Opportunity Value
(Optional) Click Create new pipeline if the correct pipeline does not exist.
Click Save to apply the settings.
These settings control how every submission creates an opportunity.
Save and Publish the Form or Survey
Click Save in the top-right corner.
Publish or embed the form as needed.
When a contact submits the form:
A contact record is created or updated.
An opportunity is automatically created.
All mapped Opportunity fields are populated from the submission.
Common Issues and Fixes
Opportunity not created after submission
Confirm at least one Opportunity field is added to the form.
Verify pipeline and stage are selected in the Opportunity settings modal.
Field data not appearing on the opportunity
Ensure the field added is an Opportunity custom field, not a contact field.
Confirm the field is not hidden or conditionally blocked.
Wrong pipeline or stage applied
Reopen the Opportunity settings modal and verify selections.
FAQ
How do I ensure all required opportunity data is collected?
Add all required Opportunity custom fields to the form and confirm each field is mapped before publishing.
Can I use different pipelines for different forms?
Yes. Each form or survey can create opportunities in a different pipeline and stage.
Can opportunity data be automated after submission?
Yes. Once the opportunity is created, workflows can update fields, move stages, assign users, or trigger automation.
Can I create a new pipeline without leaving the form builder?
Yes. Use the Create new pipeline option inside the Opportunity settings modal.