Updating DealCloud from blank forms
When a contact fills in a blank form, their details will be updated or created in DealCloud following the process below:
- When the contact details submitted in the blank form are new, they will be created as a new contact in DealCloud
- When the contact is existing but details such as company change, the company details will be changed in DealCloud for the existing contact, and they will be “disconnected” from their previous company
- When an unrecognised company is entered in a blank form, then this company record will be created in DealCloud
Contact matching will follow this logic
- Compare last name and email address - they should be exact matches (but the matching is not case sensitive)
- There must be exactly 1 contact returned for there to be a match
- If there are no matches or more than one match then they will be created as a new contact in DealCloud
Do not match "Company" Field on a Form to DealCloud records
Under certain circumstances, you might not want to record the "Company" field from a Vuture form to DealCloud for existing contacts. By enabling a specific setting, Vuture will match only the Name and Email fields on the form with DealCloud.
To use this functionality, please contact your Customer Success Manager and request they enable "Admin.Systems.CrmManager.Crm System Config.System Configs.DoNotReplaceCompanyField".
Once enabled, it means that:
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When a blank form is submitted and the contact is matched through Name and Email with DealCloud, then the company field will be ignored
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When a blank form is submitted and the contact is not matched through Name and Email with DealCloud (new contact), then the company record on the Vuture form will be assigned to that contact when they are created in the CRM
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When an existing contact submits a pre-filled form, the company field from the form will be ignored, even if the company record submitted in the form is different to the company recorded in DealCloud
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When a form (blank or pre-fill) is submitted and the company field is left blank, then the company field in DealCloud will be unaffected and remain as it was originally.
