Can my form check if the filler is an existing contact or lead in Salesforce and then update his data accordingly?

Last updated Mar 14 2018

Sometimes forms not only collect data to create new records, but also enable or require fillers to update their data. To efficiently update data and avoid duplicated records you need to have every filler cross checked. You need to find out if he's registered as a contact or lead, and if so - update the information in the relevant object. If he is neither - you need to create a new record.

Can this be done with FormTitan? - The answer is, of course, Yes.
FormTitan enables you to create flexible, conditioned Get/Push integrations, where you can try and match your fillers entered data against your SF records and only then proceed to update the information accordingly. Since the integration works in real-time it can make an identification right then and there, auto populate data if you wish and then update your SF account.

Learn about this common use case, in which you need to find out if your filler is already a registered contact or lead.
Watch a video about checking if the filler is a contact or lead

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