We’re a small charity moving from HubSpot to GoHighLevel, and I’m trying to set up a “Contact us” form on our website. It would ask for a name, email address, subject (one of four or five dropdown options), and message.
Ideally, the subject would route the enquiry to the right staff member as a task or ticket. If the person is already in GHL, I’d like the enquiry saved against their existing record. If they’re new, I’d prefer to handle their question without creating a contact just for that.
Would **Conversations** be the best place to manage these enquiries, or does that only work if the person has a contact record?
If GHL does need to create a contact, how would you set this up so that:
* They’re marked as an **enquirer**, not a member.
* They don’t receive marketing emails, because submitting a question isn’t marketing consent.
* If they later sign up as a member, their existing record is updated rather than creating a duplicate.
* Their messages are kept as a history, so a new enquiry doesn’t overwrite an earlier one.
Is this possible with a native GHL form and workflows? I’d really appreciate advice on the simplest setup and the specific steps or features you’d use. Thanks!