Once again I have an issue and cannot find a solution.
We have created a webform which customers complete over the phone when they call our call centre. Once completed and submitted the form is received by us via email but it also either overrides some of the information in Infusionsoft or it creates a new contact altogether (which is duplicate to one already existing)
ALL we really need is the form to be visible on the customer profile who completed it so we can take action. How do we do that?
I have now selected Don’t check for duplicate records in the Settings of the form so the form doen’t override info anymore in the customer profile but it still creates new contacts… What’s the way around this?