Auto-complete Web Forms

Ben_11824

Hello, I'd like to put a Web Form on my website. As I already have incomplete data on many of the Leads that will be visiting my website, I'd simply like for them to complete the partial info I have.

 

For example, I have 100% of the Company Names, but only 30% of the Contact Names.

 

It'd be great if the website visitor could start typing the Company Name and see it auto-complete, so that the rest of the partial info populates some of the fields, but the Contact Name (if missing) is left as a Required Field.

 

This would help a lot in reducing the number of duplicate Company Names and the manual association of Contacts within Companies...

 

Is this possible? If not, can anyone suggest a work-around?

 

Thanks!

Mike van der Valk

Hi Ben,

Thanks for reaching out. So If I understand you right, you're getting in leads through the web visitor feature and you'd like to in case some of those decide to fill in your web form make sure it doesn't duplicate the data but it actually asks the person to add the missing data?

Interesting! Making sure our team takes a look here 👋🏻 

Ben_11824

Mike van der Valk said:

Hi Ben,

Thanks for reaching out. So If I understand you right, you're getting in leads through the web visitor feature and you'd like to in case some of those decide to fill in your web form make sure it doesn't duplicate the data but it actually asks the person to add the missing data?

Interesting! Making sure our team takes a look here 👋🏻 

Correct.

 

So in my CRM I'd have Companies and Contacts.

 

For Company X ("ACME") there are no Contacts yet

For Company Y ("WIDGETS R US") there is one Contact Name ("John"), but no Email Address

For Company Z ("PIPEDRIVE") there are two Contact Names ("Mike" and "Marta"), with one of their Email Addresses ("[email protected]")

 

A Visitor from Company X starts filling in the Company and types "A", and in a Google search auto-complete style dropdown shows 20 Companies that start with the letter "A", so the Visitor can click on ACME and the rest of the form fills itself in the other fields I'd have asked the Visitor to complete with the information I have. So in this case the Company Address. That leaves his Name and Email to complete.

 

A Visitor from Company Y starts typing "WID" and sees "WIDGETS R US", clicks on it, and when he goes to Contact Name and types "J" sees "John". At this point the Address is complete leaving only the Email Address for John to complete.

 

A Visitor from Company Z starts typing "PIPE" and sees "PIPEDRIVE", the Address Completes, and when typing "M" in the Contact Name field sees BOTH "Mike" and "Marta", but choses "Mike" for whom we already have his Email Address...

 

Does that help?

Mike van der Valk

Mike van der Valk said:

Hi Ben,

Thanks for reaching out. So If I understand you right, you're getting in leads through the web visitor feature and you'd like to in case some of those decide to fill in your web form make sure it doesn't duplicate the data but it actually asks the person to add the missing data?

Interesting! Making sure our team takes a look here 👋🏻 

Hi @Ben gotcha, will share that with the team. The only thing I think why this specific solution wouldn't work is GDPR and privacy reasons. In this scenario anyone going to your web form can technically find all the contacts and their details in your database.

I get your goal is to avoid duplication of data and give people the option to add missing data, perhaps there's another solution to do this.

I'll share it with the team but if you have other suggestions they are more then welcome.