Did you ever solve this one? I'm facing a similar conundrum and weighing opening Pandora's Box by generating a lead on every form fill vs living with leads potentially falling through the cracks.
why would leads fall through the cracks?
Again... what are the requirements you are dealing with?
An unqualified lead that fills out a form with the same email address doesn't generate a new lead, just dedupes. I've seen a few instances where an unqualified lead fills out a form again (which doesn't generate a new lead), then the same person calls in for a quote. Don't want to delete the lead and lose comms preferences, but don't want duplicates either.
Marketo-SFDC. Using Gravity Forms on Form Fill.
But surely if they call in for a quote, you'd pull the existing record and update it rather than creating a new record?
It feels that there is something in your business requirements here that you aren't elaborating completely.
How are you tying gravity forms into the SFDC/Marketo ecosystem?
On calls existing records are updated.
We're using Gravity Forms - Zapier - Marketo.
My issue isn't calls, but form fills on pre-existing leads. Previously existing leads are deduped, instead of generating a new lead. All form fills result in a lead. This prevents duplicates, but we could be losing leads when an unqualified lead fills out a form again.
But why make them a new lead?
When the form is filled, trigger a webhook that creates a new opportunity in Salesforce (assuming that's what you are using).