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Form mapping using Account ID

James Walker

Hi all,

We are currently posting form submission data via API from our website to a form handler in Sugar Market.

A completion action then pushes through a nurture with a confirmation email, eventually pushing to CRM.

We have managed to map every lead field to CRM except the account name.

We want to use Account ID to look up the Account Name in our CRM, but unsure how to do this?

Any advice much appreciated.

Thanks

James

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  • 0 Sugar Employee Badge

    Hi James!

    Our Sugar Market forms does not capture AccountID because we don't use a live lookup via our forms and also for leads there could be a mixture of leads that don't have an account created in the CRM yet or an existing one. So instead, we use the field 'Company' to match against the Account Name.

    So that I can understand the use-case, are these only existing leads that already have an associated Account (and thus an AccountID)? Or does this form capture a mix of new and existing leads?

    Could you elaborate more on the use-case here? If the record completes a form and the record pushes up to your CRM for a new record - how would you determine the AccountID for this record?

    Thanks!

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  • 0 Sugar Employee Badge

    Hi James!

    Our Sugar Market forms does not capture AccountID because we don't use a live lookup via our forms and also for leads there could be a mixture of leads that don't have an account created in the CRM yet or an existing one. So instead, we use the field 'Company' to match against the Account Name.

    So that I can understand the use-case, are these only existing leads that already have an associated Account (and thus an AccountID)? Or does this form capture a mix of new and existing leads?

    Could you elaborate more on the use-case here? If the record completes a form and the record pushes up to your CRM for a new record - how would you determine the AccountID for this record?

    Thanks!

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  • 0 in reply to Michael North

    Hi Michael,

    Thank you for your response.

    We are a global personal training business and have various gym locations across the world which we show on our form.  We use this so they can tell us where they would like to train and direct to the correct sales teams to deal with their enquiry.

    The form is intended for new leads, but there may also be some existing people who enquire again (for a different gym, or will do as it has been a while since they did last).

    In our CRM, all of our gym locations are set up as "Accounts" with an associated ID via a relationship field.

    Thanks

    James