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.
Access your files securely from anywhere
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Kevin Duhe
Gordon Mankelow
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー