Hello Everyone,
I want to implement a functionality on a web page where a Phone Number field is used to retrieve customer data. When a phone number is entered and submitted:
- If a matching customer record exists in Creatio, the page should automatically populate with the customer’s details.
- If no record is found, a new customer record should be created in Creatio.
Is this functionality achievable? Any guidance would be appreciated!
Thanks in advance.
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You’d have to create the webpage using Creatio’s OData or DataService API to read/retrieve the data to accomplish this.
Any idea if this can be implemented in NoCode with the new landing page builder of Creatio 8.2.2 ? 😊
Otherwise @Creatio --> a guidance on this matter would be great (Based on phone number or email ;) ) !
Damien Collot,
It is not. The new landing page designer is basically just a visual designer to generate the html. There is an optional feature you can enable to publish the html, which basically uploads the html to a free landing page host (can’t remember which one at the moment)