Typeform Customization

Hi @Liz , thanks for writing in.

1. The Workspaces and Users article did not seem relevant to me as I do not need to separate forms for employees and clients. I have one typeform to be sent to Clients. I just need the form to be sent to every client contact with respective employee names customized into it.
   1. I have already tried hidden fields to include a client name and employee name.
   2. URL is like this https://7ps5w6w369b.typeform.com/to/p8oaJHB1#client_poc_name=xxxxx&resource_name=xxxxx
2. Yes, I plan to use CRM to auto-populate the Hidden fields.
   1. In CRM, I have the Client contacts and email ID. I will create another custom text field that maps the employee names to each client contact.
   2. URL in the email campaign on CRM will be something like this: https://7ps5w6w369b.typeform.com/to/p8oaJHB1#client_poc_name={{contact.first_name}} &resource_name={{employee.full_name}}
   3. this will let me satisfy the Scenario 1 that I mentioned. But I am clueless about Scenario 2 and 3.

Hi @Liz ,

I am using FreshSales CRM (product of Freshworks Inc).

I am able to setup everything perfectly for Scenario 1. I am stuck on the other scenarios.

I didn’t quite understand your Are you suggesting that I create 10 custom fields, insert 10 typeform links in the email body; and allow CRM to auto populate the typeform links with corresponding custom field values.

Regards,

Sruti