Freshsales Suite : Create Deal with Contact Association FAILED

Hi!

Not sure if this is a bug or not but it's not working properly... Sometimes deals are automatically created but most of the time they aren't.

History says:
Name can't be empty
Email address can't be empty
Deal created can't be empty

These information are mapped and are visible on Intercom. The link under Your Task History ID is just one of the IDs I have issues with.

Note: This typically occurs with leads that have been automatically tagged as "full-contact" in Intercom. The current workaround involves removing the automatically applied "full-contact" tag and then manually adding it. However, we would prefer not to resort to this method each time this issue arises, as it is more cumbersome than manually adding the leads to our CRM.

Hi @Couch Skins,

Please allow us some time to look into this. We will get back to you with an update soon.

@ArshilAhmad sure, thank you.

@ArshilAhmad any update on this inquiry? I am getting this message again.

Hi @Couch Skins,

Please allow us some time to look into this. We will get back to you with an update soon.

Our team is currently looking into this issue. I request you to please allow us some more time. We will get back to you as soon as we have any updates on this.

Hey @Couch Skins

Regarding your concern, we have added a Filter action step before the "Create Contact" action step which will check for the existing contact first and then it will create the contact.

So, we request you to give it a test submission and then try again.

Hey @Couch Skins

Regarding your concern, we have added a Filter action step before the "Create Contact" action step which will check for the existing contact first and then it will create the contact.

So, we request you to give it a test submission and then try again.

Thanks! Got it resolved by using the router filter.