Attaching a customer to a form as a company user
If you are submitting a form for a customer using your company token, you have two methods.
Use the on behalf of header with the customer's ID
Add a unique field mapped to either the phone_number or email in the field editor screen.
The mobile_number mapping will not work.
Then submit the form with the desired field values and the form response will appear in the CRM profile of the customer.
Last updated