Having created a form to go on the website which now connects to leads, I am unable to create a lead manually through the table view. It must be done through the form I have created. This is a problem because I have an automation set up to alert the team when a new lead comes through a form. So when a form gets sent internally (through an internal lead creation), the whole team gets notified, which shouldn’t happen.
Any ideas how I can create a lead internally without using the form I created (which now sits on our website)?
Hi there, apologies if I wasn’t clear. I would like to not create the lead via form, rather via adding a row. Creating a lead via form triggers the automation I have set up which I do not want. I used to be able to create the lead by adding a row, but since adding the form, it seems I must create the lead via the form, which is not what I want to do all the time.
Thanks,
There is an option for „item creation via form“ if you disable this internal employees can create leads via adding a new row and you can still receive external Leads through forms.
Alternatively you can also use the workforms automations to only send out a notification when a lead form is sent through externally - this way your employees could still use the form to add leads
Ok thank you. I tried disabling ‘item creation via form’. Doing so did not resolve this - it still created the item via the form.
I’ll try using the workforms automation as a work around and create the form elsewhere, not through ‘new lead board’.
