Hi,
I have set “create an opportunity” in the contact form action, so the contact information can be stored in the CRM app. However, once the opportunity is won, I would like to create a customer, so I can see it in contacts app. I tried to do that manually by creating a customer name from the opportunity card, but an "Individual" contact is created instead of a Company contact. It also replaces the name of the contact person with the name of the customer I provided. I want to create only company contacts. Can I solve this in some way? Better if I can do it with an automated action: if won, create the "company" type customer with all the information in the CRM card (company name, contact person, etc).
Wouldn't you be able to solve this using automation rules? Triggers > actions.
Wouldn't you always create a new contact, even when it would fall under a company. I assume all your leads are companies. Switching from "individual" to "Company" in the contacts app should be easily done so as well?