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Find record - Create if not found


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Abhishek A Agrawal
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Activity Newest / Oldest

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Richard Merry

If this is what I think it is, I need this when adding a contact to Close CRM (or any CRM). Add a contact to existing company or create a new company if the company doesn’t exist.


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creativecollab

Any further updates on the status of this?


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Westernston Inc.

It's essential, esp. since something like Quickbooks becomes unusable without being able to search for a reference id


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creativecollab

Yup! Need this for the WooCommerce integration and I'm sure a many other apps would benefit as well.

Example: Find or Create Customer in WooCommerce > Search for Customer > Tickbox "Create if doesn't exist"


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Soleven

Great for Google Sheets! Thx!:)


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Abhishek A Agrawal

Status changed to: Planned