{"id":884,"date":"2025-07-09T10:36:32","date_gmt":"2025-07-09T10:36:32","guid":{"rendered":"http:\/\/gogetmuscle.com\/?p=884"},"modified":"2025-07-09T17:40:16","modified_gmt":"2025-07-09T17:40:16","slug":"how-to-automatically-create-deals-for-new-contacts-without-duplicates","status":"publish","type":"post","link":"http:\/\/gogetmuscle.com\/index.php\/2025\/07\/09\/how-to-automatically-create-deals-for-new-contacts-without-duplicates\/","title":{"rendered":"How to automatically create Deals for new contacts without duplicates?"},"content":{"rendered":"<p><P>Hey folks, appreciate your help on finding the best way to leverage Workflow to achieve the following goal:<BR \/><BR \/><\/P><P>Create a deal for new contact added to the CRM, which has\u00a0<STRONG>Lead Type = x <\/STRONG>(manually labeled when creating the record)<\/P><P>&#8211;&gt; If there is already a deal associated with their company, the record should be associated to the deal (with all activities logged)<\/P><P>&#8211;&gt; If there is new existing deal, a new deal with the company name should be created with all activities logged<\/P><P>\u00a0<\/P><P>Thanks in advance for any tips!<\/P><P>\u00a0<\/P><P>\u00a0<\/P><P>\u00a0<\/P><P>\u00a0<\/P><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Hey folks, appreciate your help on finding the best way to leverage Workflow to achieve the following goal:Create a deal for new contact added to the CRM, which has\u00a0Lead Type = x (manually labeled when creating the record)&#8211;&gt; If there is already a deal associated with their company, the record should be associated to the [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[14],"tags":[],"_links":{"self":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/884"}],"collection":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/comments?post=884"}],"version-history":[{"count":1,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/884\/revisions"}],"predecessor-version":[{"id":885,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/884\/revisions\/885"}],"wp:attachment":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/media?parent=884"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/categories?post=884"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/tags?post=884"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}