Hi, I have onCarrot (AKA InvestorCarrot) and am capturing a lead into my CRM, MojoSells. The trouble is like every good funnel, I have a basic form and then a more information form. The basic form captures their address, email, and phone number. If they hit submit it takes them to a more expanded form that most people fall out of the lead, but many will fill that one out too. This is creating two records. I need the second form to simply update the first, but the submission key is changing between form fill outs. How can this be accomplished so I stop getting duplicate records?
Best answer by PaulKortmanView original
The problem is with MojoSells, their integration https://zapier.com/apps/mojo/integrations does not allow you to search for a contact and create a contact if none are found. In fact, it doesn’t even have a search for contact function which makes things very difficult. Without being able to search for a contact you will inevitably have duplicate records.
You could do a workaround but it’s slightly complicated… I’ll explain it at a high level and if you want to do it and need more help just follow up here.
When the first form is submitted and the zap runs it creates a contact in MojoSells. MojoSells will respond with a Contact_ID. You can add a step to write that email address and that contact_id to a google sheet.
In the zap from the second form, add a step to search for the submitted email address in the spreadsheet, use a path to say IF the email address was found then use the “Update Contact” action using the contact_ID, OR IF the email address was not found create a new contact.