A problem with creating multiple Opportunities in Lead Connector

[Wink Creative]

I have several forms on a website built in bricks builder that in turn feed information through pabbly connect to Lead Connector (GoHighLevel).
The problem is when the same user submits more than one form as it won't allow more than one opportunity in the same pipeline for the same user.

There is a sales pipline where new enquiries about products on the website are added to, but the company also offer custom fabrications, so the same user could also submit several forms that would all need to have their own opportunity.

 

[Hrishabh.pabbly]

Hello @Wink Creative,

Thank you for explaining your setup. The issue you’re facing is that Lead Connector (GoHighLevel) restricts having multiple opportunities in the same pipeline for the same contact, which prevents multiple form submissions by the same user from creating separate opportunities.

To handle this, here are a couple of approaches you can consider:

1. Use Separate Pipelines:
   Create different pipelines for each type of enquiry (e.g., one pipeline for product enquiries and another for custom fabrications). This way, the same contact can have multiple opportunities across different pipelines.
2. Create Unique Opportunities with Different Identifiers:
   If you want all opportunities in the same pipeline, check if Lead Connector allows adding unique identifiers or tags to distinguish opportunities for the same contact. You may need to adjust how opportunities are created via Pabbly Connect to include such identifiers.
3. Custom Fields or Notes:
   Alternatively, use custom fields or notes in the contact record to track multiple enquiries instead of multiple opportunities.

Please check if your Lead Connector setup supports these options.

Let us know if you have any other issues.

 

[Wink Creative]

Thanks. There is a hidden setting i foung in GHL - be in the pipeline you want to enable duplicates for, then go to settings -> objects -> opportunities, then check the option to allow multiple opportunities per contact.

This doesn't show in any of their documentation. thanks.

 

[Preeti Paryani]

Hello @Wink Creative,

Please confirm whether this has resolved the issue you were facing.