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Automatically create a new account from a form submission

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Posted on by pdr469

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Hi,

I have a client with a requirement that I feel like would be very common. The requirement is for any form submissions that contain a company name where a contact is created, to have either a new account created and attached to that contact or have that contact attached to an existing account if it matches the company name. I'm sure this would need to be some kind of Flow or workflow but I can't seem to drill down to the actual form field value where it checks the company name if it's entered and then searches for the account or creates a new one. I know that I can add the parentaccountid field as a lookup but I can't find a way for the system to automatically create a new account based on the company name value that was entered in the form submission.

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Steve Zhao2 on at

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RE: Automatically create a new account from a form submission

Hi Phil Drake,

Congratulations! Thanks for sharing your solution here!
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pdr469 177 on at

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RE: Automatically create a new account from a form submission

Not sure how to log this but I managed to figure this out by turning on the "Store Form Submissions" on the form and then created a Flow to trigger from the form submission. The field value is stored on the related Marketing Field Submissions so you can pull it in from there and then pass that value to the Account Name when you tell it to create the Account. It works pretty well so far.