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We have a Pipe “Customers” which contains all our customers (synchronised automatically from our CRM).

We have a Pipe “Customer Enquiry” which customers use (via public Form) to submit a new enquiry.

To save time for repeat customers when placing an enquiry, we want to allow them to pick their details from the “Customers” pipe *and* have the data from the “Customers” pipe prefill certain fields in the “Customer Enquiry” pipe (Name, Business Address etc).

When we include a “Customers” Pipe Connection in the “Customer Enquiry” Pipe, it seems we can only configure prefill to work from Customer Enquiry into Customers rather than the other way around?

Am I missing something here? Can anyone suggest a solution?

Hi, Mark!

For this type of configuration, we have an article that can help you.

It's as follows: 

https://help.pipefy.com/en/articles/1303264-how-to-autofill-fields

 

Take a look and run some tests, if you still need any help, or if there are any errors, you can contact the support team via chat or email. ;)

I hope this helps


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