Do not automatically add new leads as contacts in the system.
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Sam Newman
Right now any interaction a new lead has with GHL(forms, funnels, web chat, phone call, etc.) becomes a new lead/opportunity. This is great, but it also adds that record as a contact in the system. With the amount of Junk/Spam happening this creates a system with hundreds of useless contact records that later you have to manual clean up. The solution would be not to create contact records automatically. Allow the businesses to manually convert new leads to contacts/customers or through a workflow trigger. In other words, let the business validate the lead and decide whether to add them into the CRM as a contact and/or customer.
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Jared Kirkpatrick
Here was a quick fix I setup for a client with a car dealership who gets like 30-50 calls a day through the CRM. I setup a smart list that looks for a few things. 1. If any tags were added. (There has been more than a call happen and the client interacted with this new contact.) Also Checking if The names and email fields are empty. If they are all empty then after 10 days that list is deleted. Worked for Now. Also Built a workflow with the same Parameters to Track how many are being deleted.
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Ronda Chun
Hey, I have it setup where every time someone books a call on my website calendar it simply keeps overriding the same record.
For example, customer 1 books a call, it creates a contact record in GHL. But if customer 2 books a call (different email and phone number), it overrides customer 1 data with customer 2 data.
The goal is to have customers continuously appended in the "Contacts" section.
Any help on how to do this would be greatly appreciated.
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Matthew Lundeberg
This is one of the BIGGEST bugs in HL! Here's my ideas...
Problem:
They ONLY match on Email and phone. There MUST BE another optional field we can set up to check for duplicates. My data is CONSTANTLY overwritten by forms, surveys, appointments, chat bot. I have spoke to dev many times over the years and I am being told they are working on a solution, but nothing yet… example is a custom value UID that I supply to the contact.
Solution:
- Add a toggle switch to forms, surveys, appointment bookings, chat etc. that is AUTO CREATE/UPDATE CONTACT > YES or NO. (I want mine ALL to NO! But understand the default will be yes as that is the current system processed internally.)
- Add an EVENT trigger for workflows. That watches for the submit on these items (forms, surveys, appointments, chat bot), and passes the information submitted to the workflow. I will then determine whether I WANT to create or update the contact with MY logic. I DO NOT want my contact information overwritten without my knowledge. I DO NOT want a contact made automatically. 99% of the time, it is messing things up..
- Add a workflow items to create/update/delete contact. Then use the info in the EVENT passed to the workflow to do what you need to do.
If I choose NO and forget to setup a workflow to handle the submission, that's my fault.
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Will Winter
I would do something like this using Smart Lists, Tags, and the Delete Contact action.
New lead gets tagged new lead and organized in List. If no action is taken or right trigger fires, delete contact after a designated amount of time...
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Nathaniel Hunter
That would be a great workflow, and one that could be used as a foundation for a LOT of different logic gates to turn a contact into an actionable lead. I could see 5-6x ways we would use this right now vs. the auto add, which has caused us a great deal of headache internally (whole cleanup scripts have been written)
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Justin Nava
I like this idea, one annoying thing I have to deal with is any Instagram DM (spam) gets added as a contact
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William Delgado
This would a great addition. Most CRM’s work this way, which like you noted helps keep the CRM clean.