Hello!
Is it possible to integrate an external form in such a way that
- only new customers (non-existing email) are created
- existing customers are NOT updated
Thank you
Best answer by Penny
View originalHello!
Is it possible to integrate an external form in such a way that
Thank you
Best answer by Penny
View originalHi
I’m afraid that wouldn’t be possible currently based on the default connected forms integration as all submitted forms would either create a profile if it doesn’t exist yet or update the form fields mapped attributes if it is an existing profile.
As a workaround - when the form is submitted externally, you can use the email address to query this API endpoint: https://customer.io/docs/api/app/#operation/getPeopleEmail to see if the email address exists in Customer.io.
If the email address does not, only then would you send a request to this Forms API endpoint with the submitted form information: https://customer.io/docs/api/track/#operation/submitForm to add new profiles to your workspace with the form submission.
This might involve some backend custom-scripting work with your developers but I hope this helps!
That’s a great idea, Penny. I’ll look into implementing that. Thank you so much for suggesting it.
Might still be a good feature for customer.io though in the form integration. Something like an insert vs upsert.
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