Hi,
Can I set a marketing form to create a new contact if the contact doesn't exist but at the same time, I don't want to allow updating of existing contacts.
PS - Not using leads at all in this scenario.
Thanks
Hi,
Can I set a marketing form to create a new contact if the contact doesn't exist but at the same time, I don't want to allow updating of existing contacts.
PS - Not using leads at all in this scenario.
Thanks
Hi,
Creating a non-existing contact with Marketing form can be achieved. However, it is not possible to prevent submissions from updating existing contacts individually, unless you create a workflow that prevents editing contacts in all routes.
Here is a similar proposal in Ideas forum posted by others and you can vote for it to drive it to be improved.
Microsoft Idea · Marketing Form that does NOT Update Records (dynamics.com)
To know how to use a marketing form to create non-existing contacts, please refer to:
André Arnaud de Cal...
292,489
Super User 2025 Season 1
Martin Dráb
231,305
Most Valuable Professional
nmaenpaa
101,156