I have a need to update a contact record via an email AFTER the initial contact record has been created. I have created the initial form and have created the workflow that will send the email out. However, I need to know if it’s possible to attach fields to the email or send a link in the email that a user can then use to further update the contact form on possibly another contact form. That would require passing a contact identifier back to HS so it knows what record to update. Hope this makes sense.
Hello there!
I hope I’m following your trail of thought correctly but I think what you’re trying to achieve is already possible as long as that contact is filling up a form using the same email address used in their initial contact record. No contact identifiers needed back to HubSpot.
Also, there’s an option in the form settings that allows a form to pre-populate the fields (such as first name, last name, email, etc) using their current contact record.
Hope this helps!
Thank you for your feedback. The one hitch is that that secondary update will not be from the same person. Looks like I’ll need to use the API. Unfortunately, I don’t know how to make that happen. I’ve been over the documentation and I still can’t figure it out.