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KSurkus le Juin 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 Lire la suite
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Accepted Solution
Expert reconnu | Partenaire solutions
Juin 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...Lire la suite
Bob2245 le Février 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 Lire la suite
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Membre
Juillet 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...Lire la suite
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ryanking le Décembre 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 Lire la suite
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Conseiller clé
Décembre 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...Lire la suite
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