Form submission for identified visitors only

Owned by Karl Tompson
Last updated: May 09, 2023
1 min read

For example, a form that is available only to identified visitors that creates a Task related to their existing Lead record.

This requires two form mappings for the same form; ensure that the Sort Index values are set to run the identification first.

Lead identification mapping

  • Sort Index: 1

  • Salesforce Object: Lead

  • Update Only: checked

  • Identification Lookup: Lead

Checking the Update Only box means that a Lead can never be created by this mapping. We don’t need any Field Mappings at all because we won’t be making any changes. By setting the Identification Lookup any submissions for existing visitors will automatically find their associated Lead record, if any - no need for an Matching key mapping.

The Lead.Id value will be automatically populated in the form data available to subsequent mappings. If you'd like other fields available, add empty mappings for them.

Subsequent form mappings will only run if this mapping is successful, which will only occur if an existing Lead is found.

Task mapping

  • Sort Index: 2

  • Salesforce Object: Task

Create a Field Mapping to relate the Task to the Lead identified above:

  • Salesforce Field: Name ID

  • Form Field: Lead.Id

  • Inbound Mapping: Default value only

Add further mappings for submitted form fields to Task fields such as Subject and Description. You might also like to set a fixed value for Type. Don’t set any fields to Matching key, this way a new Task will always be created.