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Creating new Contacts after new Lead

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  • Creating new Contacts after new Lead

    So basically I set API call from web to lead, then created lead which converts lead to oppotunity if arrival date !=null

    Right now I need these two things.

    1.Deleting lead which converted to opportunity
    2. Creating new contact (I did this), but create only new contact if that contact is not already there.

    Thanks for tips

  • #2
    1. In Administration > Entity Manager > Opportunity > Formula > Before Save Custom Script put
    Code:
    if (originalLead != null) {
         record\delete('Lead', originalLeadId)
    }​
    2. In Administration > Entity Manager > Contact > Edit > Duplicate check fields specify the fields required to check for duplicates.
    Also, can be useful https://forum.espocrm.com/forum/gene...7392#post97392.

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