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Using Forms and Surveys with Custom Opportunity Fields
Capture pipeline-ready deal details directly from submissions and automatically create opportunities tied to the right contact, pipeline, and stage.
Turning Form Submissions Into Organized Sales Opportunities
You may be collecting leads through forms or surveys, but managing those leads manually can slow down your process.
Opportunity fields allow you to automatically create deals and place them into the correct pipeline and stage.
Without automation, you may need to manually update your CRM after every submission.
This guide will show you how to use opportunity fields so your submissions turn into structured, trackable deals.
Once you understand how opportunity fields work, follow the steps below to configure pipelines, assign stages, and automate deal creation inside your BizStackPro forms and surveys.
What Opportunity Fields Do
Opportunity custom fields let you collect deal-specific information inside a form or survey (like pipeline, stage, status, and value). When someone submits, BizStackPro can automatically create an Opportunity and link it to that contact—so your pipeline stays updated without manual entry.
Follow along: Add Opportunity fields to your form/survey → select pipeline + stage → submit a test entry → confirm the opportunity appears in the correct pipeline.
How to Add Opportunity Custom Fields
- Go to Sites → Forms or Surveys, then open the Builder.
- Create a new form/survey or edit an existing one.
- Click the + icon to open Add Form/Survey Element.
- Go to Custom Fields and choose Opportunity from the dropdown.
- Drag and drop the Opportunity fields you want into your layout.
- In the settings modal, configure the Opportunity details (like Pipeline, Stage, Status, and Value).
- If you need a new pipeline, use Create Pipeline, then return and select it.
- Save the form/survey and publish or integrate it where you want it used.
Example: Add a “Project Type” field to qualify the lead, then set the Opportunity pipeline to “Sales Pipeline” and stage to “New Lead” so every submission drops into the same starting lane.
Best Practices
- Keep it simple: capture only the opportunity fields you actually use to avoid lowering completion rates.
- Standardize pipelines: use consistent stages so reporting stays clean and team handoffs stay predictable.
- Test first: submit a mock entry and confirm the opportunity is created in the correct pipeline and stage.
- Automate follow-up: trigger workflows from opportunity creation or stage movement for instant response.
Pro tip: If you have multiple lead sources (ads, organic, referrals), use separate pipelines or consistent tags so you can measure performance accurately later.
Why This Matters
- Efficiency: opportunities are created automatically from submissions.
- Organization: every lead enters the pipeline in a consistent structure.
- Speed: faster routing and follow-up means fewer missed leads.
- Reporting: consistent pipeline data improves forecasting and performance tracking.
Want your pipeline to update automatically?
BizStackPro lets you capture lead info, create opportunities, and trigger automations—so deals move forward without manual busywork.
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Frequently Asked Questions
How do I ensure all necessary data is captured?
Add the Opportunity custom fields you need (pipeline, stage, status, value, and any supporting fields), then submit a test entry to confirm the opportunity is created correctly.
Can I create multiple opportunity pipelines?
Yes. Create separate pipelines for different services, products, or teams, then select the right one in the Opportunity field settings.
Will a new opportunity be created every time someone submits the form?
In most cases, yes. Each submission can create a new opportunity associated with the contact, based on your configuration.
Where can I find the opportunity after the submission?
Check the contact record for the linked opportunity and review the pipeline view to see it in the correct stage.
Turn Submissions Into Trackable Deals
Opportunity fields keep your CRM updated automatically—so your team can focus on follow-up, not data entry.
Cleaner pipeline. Faster follow-up.
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