Create other entities than Lead using "Lead capture"

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  • goingUp
    Junior Member
    • Sep 2024
    • 12

    #1

    Create other entities than Lead using "Lead capture"

    "Lead capture" feature is very useful, and I think it can be extended even further, to allow the creation of custom forms that can be filled out by anonymous users, for any entity, without lead conversion.
  • victor
    Active Community Member
    • Aug 2022
    • 896

    #2
    This is a workaround (Advanced Pack extension required):

    - For each separate entity (custom or system) create a separate Lead Capture. In screenshot 1, pay attention to the ID of the created Lead Capture. You need to copy it for the next step.
    - Create a Workflow with Trigger type Signal (screenshot 2). Where in the Signal field specify @leadCapture.681db9c1b42d938aa, where instead of "681db9c1b42d938aa" there will be your copied ID from the previous step.
    - Action 1 creates a record in the entity you need and copies the required fields from the Lead created using Lead Capture.
    - Action 2 deletes the Lead created using Lead Capture:
    HTML Code:
    $id = workflow\targetEntity\attribute('id');
    record\delete('Lead', $id);
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