Hi,

I have a Contact Form set up on my website and I am sending submitted form data to Zapier. Zapier is mapped to Zoho CRM add a new lead when the form is submitted.

So the process is:

1 . Customer completes Website Contact Form

- First Name

- Last Name

- Email

- Message

2. Contact Form data is sent to Zapier

- First Name

- Last Name

- Email

- Message

3. Zapier is mapped to Zoho CRM to create a Lead in Zoho CRM when the Contact Form is submitted. The following fields are populated in Zoho CRM

- First Name

- Last Name

- Email

- Message

MY QUESTION IS:

What is the best way to manage lead data if the same person is completing other forms using the same name and email address etc? Is there a generally accepted / best practice way of doing this?

For example, if the same person completes the same form again or completes a different form both using the same email address, is it possible for Zoho CRM to update/overwrite lead records with the new data?

- I don't want to create a new duplicate lead and merge after

- I don't want to import form fields that have no data in them as I think they will overwrite fields that are already completed?

- I want to update the existing lead record by using the email address as unique.

I would use field history tracking so that I can keep a record of the old data.

Please let me know if this is possible :)