Create CRM Records from Forms Without a Contact

Forms can now create an opportunity without collecting a contact’s name, email, or phone first. They can also create two linked CRM records from a single submission.

Availability: This functionality is part of the Opportunity-First private beta for accounts enabled for the beta.

Supported record combinations

Use lead capture forms to create:

An opportunity only, such as a quote request or project inquiry.
An opportunity and a company, such as a partner deal registration.
An opportunity and a custom object record, such as a property viewing request that creates a deal and property record.
A company and a custom object record, such as a commercial lease inquiry.

For two-record forms, each submission creates both records and links them using your selected association label. This reduces manual record creation and linking in your CRM.

How to set up a form

Go to Sites > Forms, open or create a form, and remove the default contact fields.
Select Add Object Fields, choose Opportunity or Company, and add the fields you need.
To create a second record, switch the object dropdown to Company or a custom object, add its fields, choose an association label, and save. Skip this step for opportunity-only forms.
For opportunities, select Opportunity Name > Edit Opportunity Settings and set the pipeline, stage, status, and opportunity value.
Save and share the form. Review entries in Submissions.

Important setup details

Opportunity Name is required on every form that includes opportunity fields.
Opportunity value comes from Set up this opportunity, not from a visitor’s form response. To collect an amount from the visitor, use an opportunity custom field such as Proposal Amount.
Association labels come from your association settings. Create any needed labels under Settings > Objects > Associations before building the form.
Created opportunities appear in the selected pipeline stage with the source set to FORM.