Hi
We are using Hubspot in two ways. One for pure marketing (Contacts, Products and Companies) standard stuff. The other way I am setting it up to use it as a Customer Rewards vehicle. Unfortuately when creating a form I cannot add Companies/Contacts/Deals all on one form. I did call support but it was way too convoluted to do.
Is there a way when someone completes a form it creates a record (which it does) but does NOT Override an existing record. It creates a record regardless. I can then manually check for existing record, and merge it, then add the claim data to the deal. I would say it averages for now no more than 10 a month
We do not have that many claims, so it is not going to be too bad.