Prefilling based on ContactID

When CampaignSuite has established a connection with Salesforce, it is possible to prefill a form with values from a Contact or Account from Salesforce.

Of course, you must first link the correct fields to each other under Salesforce objects in the settings of the Salesforce form. In this way CampaignSuite knows which information should be displayed in which fields.

To retrieve all data from Salesforce, simply add the Contact ID to the URL:

https://www.website.nl/form?contact={ContactId}

In the URL, replace {ContactId} with an ID from Salesforce.

It is also technically possible to make this check more secure by making multiple fields mandatory in the URL (such as Email). Then CampaignSuite searches for the Contact where the ID matches and the email address. If you would like this supplement, please contact Gopublic.