by urdhvatech

Need a landing page for your next campaign? A way for your customers to create support cases? Do your sales reps need a way to enter leads? With WebToModule you can create custom webforms for these any many other uses. Supports all modules, including custom modules.

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#4342 - Checking whether this works with our site

Closed General Question created by michael10 2 years ago

We have a form that submits data to sugar, we then have other fields that need updating by someone else, but at the moment this is done manually. We want a form that updates a current lead within sugar. The form is quite extensive. But simply we want a form to be able to pull the current record ID and to update a current lead. I'm not sure where you pull the lead ID from within the database as it currently appears in the URL once you click on the lead. You will know better than me if your software will work with what we need. Thanks in advance.

  1. urdhvatech member avatar

    urdhvatech Provider Affiliate

    2 years ago

    Hello Michael,

    Thanks for showing interest in our add-on. WebToModule allows updating the lead information of their own record. You can select the fields to identify the existing record into the system and based on that information will be updated into the SugarCRM. You can select the fields for duplication check into Step-5 of the WebToModule record creation. Also do not checked the field "Prevent duplicate update" into Step-6. I have also attached a screenshot for your reference.

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    Hope it clears your doubt. You can also get in touch with us on Skype. Our skype id: urdhvatech

    Thanks & Regards, Team Urdhva Tech.

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