crm override on forms



1 comment

  • Official comment
    Emma D'Arcy

    Hi James.

    When web content is submitted we check the email address against leads and contacts within your CRM database. If we find a match, we will update that record for all fields where "Override in CRM" is ticked. If there are multiple records in CRM with the same email address, we will associate with the first record found and also update that record. If we do not match the email address with any lead or contact records in CRM, we then create a new lead or contact record in line with the settings on the web content record. We will only create a new record if we cannot match the email address with any of the three CRM email fields on a lead or contact record.

    I hope this clarifies things for you!


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