I would like to have a form that lets me add a company and at the same time add a client contact or the other way add a client and add a company if its not in the system. But I cannot find a way to do this. It seems super counter intuitive to do one but then add a person later. We should be able to add both at once from a form…
Hi @jpelrman87, the issue I see with trying to do both at the same time is that the automations you would need to do this run in a queue, and the form doesn’t process until you submit the form. I would submit this as a feature request.