Form doesn’t verify if existing leads (through e-mail)

  • Resolved camsrabelo

    (@camsrabelo)


    7 years, 5 months ago

    I’m trying to make my form verify if lead exists (update it, else creates a new lead), but the form just create a new lead. I’m using Enfold theme.

    Logs and prints in link below:
    https://drive.google.com/open?id=0B4hnhMVcmVv3UkwxdktNY19xMGc

    Shortcode:
    [msdyncrm_form entity=”lead” name=”WordPress” mode=”upsert” parameter_name=”emailaddress1″ message=”Contato enviado com sucesso!” hide_form=”true”]

    The page I need help with: [log in to see the link]

Viewing 4 replies - 1 through 4 (of 4 total)
  • Plugin Author alexacrm

    (@alexacrm)

    @cansrabelo,
    do you have an alternate key defined in CRM on emailaddress1? The above is not going to work without the alternate key (imaging if there are two records with the same email – what are we supposed to edit?)
    HTH

    Thread Starter camsrabelo

    (@camsrabelo)

    In fact, I did put the wrong name. Anyway, I changed it to the correct name (“trs_email”), but I still can not change the data because it shows me an error, that it has a record with the same e-mail and does not allow updating the information (in this case, all fields in the form), as you see below:

    “A record that contains mail attribute values already exists. The requesting Email entity key for this set of attributes contains unique values.

    • This reply was modified 7 years ago by camsrabelo.
    Thread Starter camsrabelo

    (@camsrabelo)

    What can be done in this scenario?

    The page I need help with:
    https://www.trinityrs.com.br/contato-teste/

    • This reply was modified 7 years ago by camsrabelo.
    Plugin Author alexacrm

    (@alexacrm)

    Hi @camsrabelo

    So basically you would like to execute an Upsert request but using alternate key. Hmmm… I’m fairly sure sure we do not support this at the moment but let me check with the team if we have a backlog item in the pipeline for that.

    Adding some custom php code on form submit in the meantime would be the way to go.

    Cheers
    George
    AlexaCRM Team

Viewing 4 replies - 1 through 4 (of 4 total)
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