Create other entities than Lead using "Lead capture"

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  • goingUp
    Junior Member
    • Sep 2024
    • 18

    #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
    • 955

    #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);
    Attached Files

    Comment

    • Nth20
      Junior Member
      • Jun 2025
      • 2

      #3
      Originally posted by victor
      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);
      Hello Victor, thank you very much for the helpful information.
      I tried and the lead was created in "Lead" and does not show up in the custom entity. Is there anything else that I should pay attention to please?

      Comment

      • victor
        Active Community Member
        • Aug 2022
        • 955

        #4
        Send screenshots of your workflow and Lead Capture.

        Comment

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