Create Lead from Form Submission if One Doesn't Exist

Smart CRM & Sales Hub CRM
1

Hi!

We have a workflow that creates New Lead when Contact Lifecycle Stage property = Lead, and then tags it based on the value in the Contact Service Line property. We create Contacts manually, but also sometimes send an Intake Form that creates/update Contacts and their associated company. I am thinking of adding two questions at the beginning:

  1. What Services are you interested in (set’s Service Line)
  2. Is this your first time speaking with us? (Yes = Lead)

But I only want it to create a Lead if we don’t have one already. Sometimes we send this Form after we’ve created the Lead, but we want to move towards having it on website for anyone to fill out and automatically become a lead.

2

Hi @AReyes22,

If you have a workflow and don’t want to create duplicate leads, before the lead creation workflow action, simply add a branch that checks if the contact is associated to lead where “is open” = true. If yes, do nothing. If no, proceed to the “Create record” action for the lead creation.

I’m not sure if there’s another question in your post - if so, could outline the exact question a bit more clearly?

Best regards