Lead Creation and Update Not Working

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Posted on by Mongstone

I have several forms using form capture that was working fine. It is supposed to match and update Contacts and Leads. I had "Generate Leads without Matching" flag set to No, and it would update a lead if it matched and create a new one if there was no match. All of the sudden, now when the form is submitted it does not create or update the lead record at all. It still creates and updates the contact record, but not the lead.

To temporarily get around this, I have to set the "Generate Leads without Matching" flag to Yes. So now it creates a new lead every time a form is filled out, instead of just updating the existing record.

Was there an update? Did something change? Seems like a bug.

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Nya 29,060 on at

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RE: Lead Creation and Update Not Working

Hi, Mongstone

"Generate Leads without Matching" is the switch to control the effectiveness of the “Lead matching strategy” which you select.

When it is set as Yes, it will always create new records of Lead, no matter how the matching strategy is set up.

When it is set as No, the exact effect depends on the matching strategy you select.

So you need to check the strategy by clicking it to go to the details of it.

By default, it is based on the above two fields to determine if there are already existing records. Only if both are consistent will the existing record be updated.

You can continue to use the current strategy, just add the fields from the current strategy to your form, so that the strategy can take effect to update existing records.

You can also additionally create a new strategy based on the fields you need and select it in the Content section in your form.

For example, using the default strategy, the values are input as:

First Name = F1, Last Name = L1, E-Mail = FL@fff.com, it will create a new record of Lead like this:

Re-input the values: First Name = F1, Last Name = L1, E-Mail = FL1@fff.com. The record will not be updated and a new record will be created.

Re-input the values: First Name = F2, Last Name = L1, E-Mail = FL1@fff.com. The second record will be updated and no record will be created.

Hope this helps.

Best Regards,

Nya

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