Hey @GDuncomb-JNJ,
A couple of ways I’ve worked through almost this exact situation with clients. It will largely depend on the nature of the relationship you have with the individual filling out the form! I won’t mention the method Karsten has already shown in this thread.
Option 1 - A bit manual
Allow an excel file upload (and include a link to an example version) which then creates a manual task for someone to follow up and update using import tool (create + update). More user-friendly if you don’t want your clients to be filling in forms with a potential minimum of 150 fields (first name, last name, email address).
It’s actually a really quick way, especially if you have Account Managers as part of your team structure.
Option 2 - Use Zapier
A way we work this situation for our clients when there’s not too many people to update:
- Create form with conditional logic (“How many people are you updating today?” 1-10 ---> Shows different number of email fields)
- Form submitter submits form
- Zapier performs a lookup on contacts based on the submitted fields, and either updates an existing contact or creates a new one if the record wasn’t found
- We then associate with the correct company
This is really useful when you’ve got just a handful to update, but you can probably tell it would get out of hand with 50 people to update!