Bulk updating records in CRM based on FORM responses
Hello all!
We want to automate our contact details update form so that the following process can be achieved, in this order:
- Industry Contact receives email
- Email contains 8 designations in which their contact details are to be updated
- User submits form
- Form data is sent into CRM
- CRM identifies these entries based on criteria (identifying records by email)
- If contact already exists, overwrite existing record fields.
- contact does not exist, make a new record.
The issue is that I cannot find a way to make sure that all 8 entries are updated together.
Instead, the user has to fill the form 8 times, for each designation.
Is there a workaround for this?
The need for this is to eliminate any human work to get these contacts updated.
Instead every 3 months, the email is sent out with the form, the form is then submitted and the CRM handles the creation or updating of records.
Please note, this is not using the default CONTACTS module, but we have made a separate module for the database.
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