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Create contacts from a form

Alexandra Gabriel over 3 years ago

Hey!

I wanted all contacts that was submitting a form to be created as contacts and not as lead that is the default flow.

I have added a hidden field and connected it to CRMType and Value = Contact.

But all contacts going through the form is being created as leads.

What am I doing wrong?

0 Jana Ferguson over 3 years ago

Hi Alexandra,

I recommend selected "Overwrite Data" in the question. If someone who already exists as a lead fills out the form, this will ensure they are updated to a contact.

Thanks,

Jana

Director, Customer Enablement | SugarCRM
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0 Alexandra Gabriel over 3 years ago in reply to Jana Ferguson

Jana Ferguson Hey!

I dont know if this is a bug or not but if you dont have overwrite Data = On, the contact will not be created as a contact. So that field needs to be set to On after I have done my tests.
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0 Jana Ferguson over 3 years ago in reply to Alexandra Gabriel

Hi Alexandra Gabriel,

I think this would be as designed, but you can submit to support and they can confirm. The default for any new record entering the system is "Lead", so if you do not overwrite then it would not update to a contact.

Thanks,

Jana

Director, Customer Enablement | SugarCRM
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