Generate URLs that link the form with a CRM contact

Generate URLs that link the form with a CRM contact

Hello, 

I have a form with which I want to query some data for existing CRM contacts (in a separate module). This data should then be stored in the CRM AND existing data (like contact data) should also be displayed in the form, so that the user can update it if there are changes.

I have already integrated the CRM in both directions in forms. Existing data is displayed (prefilled forms) and new data is saved (via "ZOHO CRM Field" in the form). Tt works like a charme!

For this to work, I have to give each contact their individual, special link. If I send him an e-mail via the CRM, it works fine.

- Can I also create an individual QR code for him that I can print on an invitation card?

- What is the easiest way for me to generate their individual link for certain CRM users? (Without awkwardly creating a new mail and then inserting the form there. Then I also get the link...

- In the "share" area you can only create a general QR code link.

Thanks and Greets


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