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Rotech MachinesAsked 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.
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Lars JotForm SupportReplied 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