Ability to Send External Forms



  • Matt Harmon

    To piggy back, I'd like to send that form from Totango, and have the responses update a user/account level attribute.  this helps to drive automation.

    For example, I send a form confirming that they are the correct renewal contact. 
     - They click yes -> Account Level attribute = Renewal Contact gets updated with their Name/Email
     - They click no -> Give them the ability to insert name which updates that field

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  • Luke Johnson

    We have more than a few forms that we essentially update on behalf of our clients. It'd be awesome to be able to send to them direct!


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