Salesforce Integration: Attaching contacts to account

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    tswail
    Asked on April 03, 2018 at 03:28 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?



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    Mike
    Answered on April 03, 2018 at 04:46 PM

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

    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.