When integrating with Salesforce (or any other CRM for that matter) you want to make sure records are not just automatically created each time, but rather that a check is made to determine whether to create a record or update an existing record.
In this demo we will show you how you can create a form using FormTitan that will:
- create a new Salesforce lead if one doesn't exist.
- to create a new Salesforce lead if there are multiple leads in Salesforce with the same email.
- or update an existing lead.If there is only one lead in Salesforce with the same email.
Read all about the Salesforce Push integration
- Asking us questions is the fastest and most affective way to get assistance.
- Got a question? Check out our FAQs pages for answers to commonly asked questions.
- Check out our complete index of the FormTitan Topics organized by categories.
- Browse our topics directory to find the feature you are looking for.
- ContactStill haven't found what you were looking for? no problems... simply send us your inquiry.