In this video we will show you how to use our Salesforce form builder to check if an email address entered belongs to a contact or a lead in Salesforce.
This is very important because you don't want to create a new contact or lead if it already exists it your SF account.
Read more about how to find out if the filler is a contact or lead in Salesforce
We will show you how to:
- populate the contact or lead's details (full name, source)
- display a relevant label, depending on if the filler is identified as lead or contact.
- configure the push integration to allow the filler to update the contact or lead details.