Zoho Creator/Portal, user logs in, data prepopulates from CRM
Hey all, I am looking to do the following:
- User logs into or signs up at the portal
- They are greeted with a standard form:
- fname lname
email
phone
address
etc. - If
the user is in our CRM already (based on email address), the form would
pre-populate name, phone, address, etc (if data is available).
Otherwise would be blank.
- If it was a new user, once this user fills out the form, the data would create a contact in the CRM.
Can
someone give me some direction on #4, the pre-populate from CRM part? I am
certain it is possible, I just need a nudge in the right direction of
how to do this. I did find some previous posts related to this but they
were nearly a decade old.
Thanks