Prellene un formulario desde el CRM

Use datos aprobados del CRM para completar previamente un formulario de Alvorant.

Instrucciones paso a paso

1. 1

   Confirm the native CRM connector and prefill capability are marked validated, then create a prefill mapping.

2. 2

   Elija only approved fields.

3. 3

   Generate a secure expiring prefill link/token.

4. 4

   Abra the form.

5. 5

   Confirm fields are populated.

6. 6

   Submit changed information and update CRM if configured.