Question

Creating Contacts Automatically From Leads

Hello,

I am looking to create contacts automatically from leads. I imagine it can be done through a business process. I am wondering if someone can confirm that it can be done, and does someone have a business process they can send a screenshot of that accomplishes that?

Thanks,

Matt 

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3 comments

Hello,

This article should be of help: https://academy.creatio.com/docs/user/crm_tools/landing_pages_and_web_forms/web_to_object/identify_contacts/identify_contacts_that_submit_web_forms The landing page settings should be like this:

1. https://take.ms/9YEWGk
2. https://take.ms/9m0zQ

In general, it's advisable to use Landingi service integration to register records from website.

Dymytriy Vykhodets,

Hi Dymytriy, 

I am using Creatio's landing page service. The part I'm having issue with is I want to include those people as part of a campaign. From what I understand, people need to be contacts to be part of a campaign. How do I turn landing page hits automatically into contacts? Thanks.

Matt 

Dymytriy Vykhodets,

Ignore my question. I figured it out. 

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