Automatically creating contacts and opportunities

Public forms can turn a submission into brand-new CRM records when no existing record matches. You set this up under Record creation in a public form's settings.

Create a contact

Turn on When no contact matches, create one. Now, whenever a submission does not match an existing contact, a new contact is created from the form's answers.

For this to fill in the right details, tell the form which field maps to which contact detail.

Mapping fields to CRM details

Select a field on the canvas and open Maps to CRM field in the properties panel. You can bind a field to:

• Contact first name
• Contact last name
• Email
• Phone
• Address

Email, phone, and address fields are recognized automatically, so the main thing to map is the name. A field you leave unmapped is still collected on the submission; it just does not fill in a contact detail.

If a submission has an email or phone but no mapped name, the new contact is named after the email or phone so you can still find it.

Also create an opportunity

Turn on Also create an opportunity for the new contact to open an opportunity alongside the new contact. Because every opportunity needs an address, this option becomes available only once your form has an address field. If you do not see it, add an address field to the form first.

You can set defaults for the records that get created:

• Lead source recorded on the opportunity.
• Default assignee who owns the new records.
• Pipeline and Stage where the new opportunity lands. Leave the stage blank to use the first stage.

What you can rely on

• A lead is never thrown away. If a submission cannot be matched and you have not turned on contact creation, it waits in the submissions list for you to handle.
• Records are created only when nothing matched, so you will not get duplicate contacts for people who are already in your CRM.