Generating a contact from a survey

Hello and Happy Holidays.

My organization is evaluating the use of SuiteCRM to administer some scholarship grants. We’d like prospective applicants to fill out an online application without having to have accounts. We think that this can be done using a survey. We’d like to be able to take the data from the survey and create a contact, but I’m having trouble figuring out how to build a workflow to do this. The survey has questions for firstname, lastname, e-mail address. How do we use this to create a contact? Do we first have to create a relationship between the survey (or survey responses or survey question responses) module and the contacts module?

Hi, welcome.

That sounds more like a “web-to-person” form:

https://docs.suitecrm.com/user/core-modules/campaigns/#_web_to_person_form

2 Likes

Thank you so much. I believe this is what I’m seeking!

1 Like