• lasslaby
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Hello there, 

 

I am looking to customize the web to lead form. I use it for leads coming in for existing clients around my organization.

 

Out of the box, the form only references a "company" field, but i would like to have a field called "client" that does a look up on account and pulls the "type=client."

 

You can see a demo here : 

https://podio.com/webforms/1055767/48775

 

This is the form I would like to build and have it update directly from the Account Type = client in my Salesforce account. I've had issues with SF Sales being unhelpful here. They did note that Apex code could do this or I could work with something like Form Assembly. In the future I may want to have other look feilds in here based on department.  

 

Is anyone able to assist me with this?

 

Thank you so much.