I am trying to create a form that links the customers information in our CRM with the form. Then moving forward, have the relevant information auto populate the form moving forward. I do not want the customer to enter any additional information except their phone number so the CRM stays as the one source of truth.
- Customer enters phone number and clicks submit. Triggers zap and goes to next page.
- A zap runs that queries CRM API and checks for their phone number, if it finds their phone number then add new record to table. Table record will have
- Customer Name
- Address
- Etc
- A zap runs that queries CRM API and checks for their phone number, if it finds their phone number then add new record to table. Table record will have
- Next page - have information from new record auto populate form on this page.
Problem - It is not populating the information on the next page of the form. It is only populating the phone number since I have the pass data option checked. I only want the customer to enter their phone number and then have the zap populate the next pages information.
Any ideas on how to make this work?
Best answer by SamB
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