Salesforce integration contact lookup and upsert data

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    Asked on December 23, 2020 at 10:46 PM

    Hi, We have been testing the new integration and i have some questions. I would like to have a form that maps contact name, email, and additional fields. Looks up a contact in salesforce and if contact exists , retrieve data present it on jotform, then allow us to submit additional data. For example. jotform fields for first and last namee, email, submit data for lookup in salesforce. Find record, return to jotform and allow for additional field submission like selection of events (check box) to attend to be submitted and upsert into same contact record. Do those capabilities exist? IS their any documentation to help us create the action tree?

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    Answered on December 23, 2020 at 11:05 PM

    Hi there,

    Please note that all our integrations are one way. The data only gets transferred to the integrated platform. Unfortunately, it is not possible to retrieve the data from an integrated platform and display it in JotForm.

    Let us know if you have any other questions or concerns.