Turn off HubSpot's own deal workflow for routed forms

Read this if a flow of yours has a Create deal step.

Many HubSpot accounts have a workflow that creates a deal when a form is submitted. If that workflow stays on for a form Signalbox routes, each lead gets two deals: HubSpot’s and Signalbox’s.

What to do

1. In HubSpot, open Automations, then Workflows.
2. Find each workflow whose trigger is a form submission and whose actions include Create record for a deal.
3. For each, either take the routed form out of the trigger, or turn the workflow off.

Do this before you turn routing on for the form.

How Signalbox creates a deal

• One deal for a lead, however often a step is tried.
• The contact is found by email, or made.
• The company is found through the contact, or by its web domain, or made, by the rule you chose on Settings, HubSpot records.
• The deal is linked to both, in the pipeline and stage the step names, owned by the rep who has the lead.

The same care for owners

If a HubSpot workflow also sets the contact owner on form submission, it can overwrite the rep Signalbox chose. Take the routed form out of that workflow too.