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Regarding connecting to CRM.


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Hello:wink:
Can I create custom (personal) links for managers to collect feedbacks? We plan to use questionnaires for the call center via CRM (not in the list of available ones). After the call, a questionnaire is sent to the client. We need to see whose client completed the survey, is it possible with Typeform?

Best answer by AlexPol

Hi, Liz, 

Seems, found solution by the means of using new personalized workspace, thus, we will create new link and check results within this workplace. 

We are using Back office crm.

Thanks for the prompt about hidden fields.

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Liz
Community Team
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  • Tech Community Advocate
  • 15012 replies
  • June 9, 2021

Hi @AlexPol Welcome to the community! It isn’t exactly possible to create multiple custom links per form, but you could use hidden fields to pass the data into the form, which would thus customize it per person. 

If you don’t mind sharing which CRM you’re using, I can share a bit more step-by-step instructions on this!


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  • June 10, 2021

Hi, Liz, 

Seems, found solution by the means of using new personalized workspace, thus, we will create new link and check results within this workplace. 

We are using Back office crm.

Thanks for the prompt about hidden fields.


Liz
Community Team
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  • Tech Community Advocate
  • 15012 replies
  • June 10, 2021

Hi @AlexPol ah! Glad you were able to find a solution that works for you. If you think of any other questions, please let me know. :grin:


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