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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Jean-Michel Mailhot
Still not happening? Sales & Marketing
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Sales & Marketing
Merged in a post:
Option to NOT create contact on first inbound call
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Tilden Moschetti
When a call comes in, HL automatically creates a contact record for it. This leads to a slew of spammy contacts that just fill the contact list...
OR, and worse, it causes a slowdown when staff tries to log a new client when they answer a call (if 'no duplicate contacts' is checked).
There should be an option in Settings to not create a new contact on the call. There shouldn't need to be a workflow, it should just be an option.
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Joel Doctor
We've got to get this bumped up. Perhaps put the contacts in a "que" setting to approve manually before adding to the official contact list?
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Brian Gottleib
Yes this is very much needed, we get tons of spam calls that create contacts that need to be deleted. Who has a temporary fix or workflow?
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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.
SE360
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Pallavi Kothari
Merged in a post:
Stop creating new contacts on inbound calls with no contact name.
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Project 10K Team
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Rich Mittelstaedt
We did a smart list with a filter that if there is nothing in "first name", etc.
Still...I agree with this idea.
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Jeremy Maher
Agreed. We did find a workaround from someone in the FB group where we made a workflow that waits a couple days and if that contact first name and email are blank then it deleted the contact.
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Rick Warda
Jeremy Maher we came up with the same solution. But it's a crazy work around that has to be done.
I think a simple toggle setting if you want it or now should be a perfect solution.
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Teletopia communications
Jeremy Maher Can you share the workflow please.
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Phil Dycus
That or from platforms like messenger when there isn't any other information other than the name. Having just a name is pretty useless unless we only message that person through messenger.
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