We're a nonprofit on NPSP. Our registrations come in through three external tools:
- Gravity Forms (WordPress site)
- Eventbrite
- Absorb LMS (new training platform, launching January)
Today, Zapier pushes submissions into Salesforce. It matches Contacts across multiple email fields (Work, Alternate, Personal) and flags name/email mismatches for review.
Use case: a person who's already in Salesforce opens one of these registration forms. We'd like the form to pre-fill with their Salesforce data (name, organization, title, phone, address) so they can review and correct it before submitting. The corrections would then flow back to Salesforce.
Questions:
- What approaches have you used to pre-fill an external form from a Salesforce record? For example, personalized links with URL parameters, a lookup-by-email step, or a Salesforce-native form tool.
- How do you identify the person safely? We want to avoid showing someone's Salesforce data to anyone who just types in their email.
- Has anyone done this with Gravity Forms specifically?
- For tools that can't be pre-filled, like Eventbrite or Absorb, is the usual answer our controlled form in front of them?
Thanks in advance!
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