Lead Capture Tools

KSurkus
Participant

Contact Forms "reconversion" when multiple forms filled out

SOLVE

Hi There,
We have a "Contact Us" form which we want to use in below manner:
Someone submits the form on the website, contact is added to the list.
The contact goes through a workflow which takes message and puts that in a new deal and assigns that deal to specific office as specified in other dropdowns.
When this was tested out, we tried submitting the form multiple times from the same window, which cause the "contact reconversion", deal was not added, because the contact reconverted.
Has anyone came across this or would have an idea how to work around this?

1 Accepted solution
jolle
Solution
Recognized Expert | Partner
Recognized Expert | Partner

Contact Forms "reconversion" when multiple forms filled out

SOLVE

Hey @KSurkus, thanks for reaching out!

 

Do you want a new deal to be created for every single contact form submission you receive?

 

If so, do you have re-enrollment enabled for your workflow? You should be able to check the box next to the form submission criterion to allow a contact to re-enroll in the workflow if they submit the form again. Just keep in mind that a new deal will be created for every submission. This will not update any existing deals and will instead create new ones.

 

If not, I would add a branch at the start your workflow that looks to see if the contact has been enrolled in/completed that workflow before. If not, they can go through the normal deal creation steps. If so, you can send an internal notification email to the contact owner to manually review the submission and update the existing deal with any new information. This will require manual input, but it will prevent duplicate deals from being created.

 

Hope this helps!!

 

 

Jacob Olle

Marketing Operations Manager

HubSpot Certified Trainer

Create Your Own Free Signature

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4 Replies 4
KSurkus
Participant

Contact Forms "reconversion" when multiple forms filled out

SOLVE

It seems that I didn't enable the option on the form: "Always create contact for new email address". Which should now answer all the questions we had. 🙂 Thank you all for help!

jolle
Recognized Expert | Partner
Recognized Expert | Partner

Contact Forms "reconversion" when multiple forms filled out

SOLVE

Oh perfect! Glad you're feeling good about this now. Always happy to help! Take care!

Jacob Olle

Marketing Operations Manager

HubSpot Certified Trainer

Create Your Own Free Signature
KSurkus
Participant

Contact Forms "reconversion" when multiple forms filled out

SOLVE

Hi Jacob,

Thank you for that, it seems that this has done the trick. One issue I can see with this in the future if someone enters multiple contact multiple deals, using the same browser / session. Is it because it caches some session cookie which it ties in with a contact.

As a test I have entered 2 enquiries on that form using 2 different email addresses and the end result now was that 2 deals were added, but a single contact was created then it was updated to the contact details of the second contact.

Is it possible to disable this feature?

jolle
Solution
Recognized Expert | Partner
Recognized Expert | Partner

Contact Forms "reconversion" when multiple forms filled out

SOLVE

Hey @KSurkus, thanks for reaching out!

 

Do you want a new deal to be created for every single contact form submission you receive?

 

If so, do you have re-enrollment enabled for your workflow? You should be able to check the box next to the form submission criterion to allow a contact to re-enroll in the workflow if they submit the form again. Just keep in mind that a new deal will be created for every submission. This will not update any existing deals and will instead create new ones.

 

If not, I would add a branch at the start your workflow that looks to see if the contact has been enrolled in/completed that workflow before. If not, they can go through the normal deal creation steps. If so, you can send an internal notification email to the contact owner to manually review the submission and update the existing deal with any new information. This will require manual input, but it will prevent duplicate deals from being created.

 

Hope this helps!!

 

 

Jacob Olle

Marketing Operations Manager

HubSpot Certified Trainer

Create Your Own Free Signature