Forms with lookup fields from CRM

KerrieSheaves
Participant

Hi All, I'm looking to create a form to embed in our website, whereby one of the fields in that form shows only the values in an existing field in our crm (eg lookup table style)Is this done via a process such as https://knowledge.hubspot.com/forms/can-i-auto-populate-form-fields-through-a-query-string? or something else? thanks in advance

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2 Replies 2
Aakar
Key Advisor

Hi @KerrieSheaves 

 

I didn't fully understand your question. It depends on how do you want to utilize the form. 

 

However, if you already have information about your contact, then you can auto-populate the Form Field via the query string for your known contacts. But you've to use the exact same internal name (name of form field) in your form & URL query string.

 

Thanks.

 

 

 

 

 

 

Aakar Anil
Marketing Technologist
aakar.me | @aakarpost | in/aakarpost
KerrieSheaves
Participant

Thanks for responding Aakar, to further clarify:

 

i'm creating a form that will allow person A to enter information about person B (who is not in our db), when Person A completes that form, they need to choose their name from a drop list of approved persons, before the form can be submitted. Person A is not a staff member nor are they logged into a website, therefore the form can't auto populate their information, they need to select their name from the list of approved persons. 

I'm trying to work out how to make that "Person Submitting Form" field a drop list based on a field in our CRM.

 

Thanks in advance for any wisdom you can offer

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