- Checks for existing People and Companies, based on form fields
- Automatically adds a new Nutshell contact (People), using email address and name from your FormIt form.
- Adds a new Company and attaches it to the contact.
- Creates a lead with a lead note based on your form fields.
This is a free extra and the code is publicly available for you to change. The extra is being actively maintained and you're free to put in pull requests which match our roadmap. Please create an issue if the pull request differs from the roadmap so we can make sure we're on the same page.