Duplicate handling

  • Resolved nazlyrazack

    (@nazlyrazack)


    1 year, 3 months ago

    While using the plugin, leads are capturing correctly, but when same email is used on the enquiry form, crm record gets updated instead of creating new record. I need to get all leads as a new record.
    While checking out the pro version, it says upserting option means, If you choose the YES option, any record with the same value in Zoho CRM will be updated with the new information, which is the opposite of my requirement.
    If i upgrade to pro, can i get my problem solved so that all leads will be created as a new record.

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  • Plugin Support Forms Integrations Support

    (@formsintegrationssupport)

    Hello @nazlyrazack

    Indeed, acquiring the pro plugin will resolve your issue. It ensures that all leads will create new records rather than updating existing ones, aligning with your specific requirements.
    Note: You make sure that the “Do not allow duplicate values” of the email field in your Zoho CRM is disabled.

    Best Regards,
    Forms Integrations Team.

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