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KSurkus on Juni 05, 2023
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 Beitrag ansehen
1 Likes
4 Antworten
Accepted Solution
Trendsetter/-in | Partner
Juni 05, 2023 15:25
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...Beitrag ansehen
Bob2245 on Februar 24, 2021
Really curious if I can build something like this! Here's my situation: Some business context: The business buys, refurbishes and re-sells heavy industrial machines. That means every sold piece of equipment is unique: each has its own mileage, s Beitrag ansehen
Mitglied
Juli 06, 2022 05:59
We need this desperately. We are running a two sided market place, and contacts can be attached to multiple deals. However when they fill out forms i...Beitrag ansehen
Gelöst
ryanking on Dezember 17, 2019
Has anyone had success taking passing information from a Comment box (i.e. form field) into a property on a deal record? We are integrated with Salesforce and often the information that someone enters into the Comment portion of our web form is Beitrag ansehen
Accepted Solution
Autorität
Dezember 18, 2019 05:49
Hi @ryanking You can copy contact fields into deal fields if you are using a workflow to create a new deal. If you n...Beitrag ansehen
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