Creating multiple CRM leads from a Zoho Forms subform
Hi all,
We have a heavily used intake form that is used for new leads as a part of our intake. There is a subform that allows the lead to add additional team members, their titles and other basic info. That form submission creates a new Lead and the subform is mapped to a subform on the lead. But when we go to convert the lead we have to manually make contacts for the data in the subform. And if the org does not exist, we need to add the org first and manually add the subform contacts before converting the main individual on the Lead to a contact.
Ideally I would like to have a way for each line on the subform to create a new contact at the same org as the lead (existing org or a new org if created) via automation. I have tried to figure this out using Flow but I am a user at a small nonprofit who poses as an admin out of necessity and I haven't been able to figure this out.
Any answers?
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Pat Sabatino
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