Salesforce Integration: Attaching contacts to account

  • tswail
    Asked on April 3, 2018 at 3:28 PM

    Hello - I'd like to create a client form that auto populates the fields into the Contacts Object in Salesforce. Since we have households with two people, generally, is it possible for us to bring in the information for Client 1 and Client 2 and have them attach to the same Account?



  • Mike
    Replied on April 3, 2018 at 4:46 PM

    With our integration, you can select to create an Account, Contact or Lead.

    Salesforce Integration: Attaching contacts to account Image 1 Screenshot 20

    One form submission will generate one record at Salesforce.

    Custom fields are supported, so for example, the Client 2 name can be populated to some custom field at Salesforce.