Lookup table on form pop ups

Can you add a data lookup table on a form popup that routes to sales reps in Salesforce through an API connection?

@LMeert , any thoughts on this one :grinning_face:

Hey @dennisedson, I’ll try my best !
Hi @cagostinelli,
I’m not exaclty sure to understand what you want to do.
What do you mean by “routes to a sales rep in salesforce” ?
Do you mean that you want the message to go to a certain sales rep in Salesforce based on the content of the form after submission ?
What should the user see after submitting the form ?

If you give us just a little bit more context, we’ll more than likely help you find a solution :slightly_smiling_face:

Cheers,

Ludwig

Hi, we use a lookup table (API connector) to route the lead to Salesforce from HubSpot. It’s determined by contact properties - when a person enters their state, district, and school name, the API connector matches that lead to the appropriate sales rep and the lead shows up in Salesforce as a new HubSpot lead. Our development team created the code, but we can’t seem to duplicate on pop up forms.

Hi @cagostinelli,

Are you using hubspot’s embedded forms ?

If so, the only way you’ll be doing the creation of the contact in Salesforce is by pulling the new contact from Hubspot using the contacts API, OR, if you have operations pro, you could leverage the webhook action as follows :

  • create a workflow that will trigger anytime a contact fills the form
  • in your workflow, add a webhook module that will basically push the contact information, in real time, to a server of your choice where you can have your connector running
  • the connector will either use the incoming data to do the lookup and route to the salesforce rep OR use the incorming data to get more information about the contact, and then do the lookup

The question is still a bit vague : “we can’t seem to duplicate on pop-up forms”

==> what error/problem do you encounter with pop-up forms that you don’t otherwise ?

Hope this helps,

Ludwig