Will Pipedrive create new deals for each submission even if the information is identical?

  • Rotech Machines
    Asked on August 27, 2021 at 12:50 AM

    Hi there, does this automatically add deals if the name is spelt the same? For example if there is already a record in pipedrive for "Test" and then the form tried to add another record will this create a new contact or add it? Thanks, Matt.

  • Lars JotForm Support
    Replied on August 27, 2021 at 5:51 AM

    Hello,

    With no extra settings it would create a new deal even if the information entered is the same as a previous deal.

    If you wish to stop that from happening, you can limit the submissions based on a question.

    For example if the same email has been used before, they can't submit. And then there would be no duplicate deal generated in Pipedrive.

    I hope this helps, and don't hesitate to reach out if you have any other questions.

    Best regards,
    Lars