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I’m trying to set up a “Get in Touch” button in Softr that opens a form (asking for name*, email*, phone number*, organisation, and message*). The form should create a new record in my Airtable “Get in Touch” table and automatically associate it with the specific person (from my Contacts table) that the button was clicked for.

I’ve set up both the Contacts Table and a Get in Touch Table in Airtable, but I’m not sure how to pass the member’s information into the form so the submission links correctly. Should I be using a hidden field, a details page, or another Softr setup for this?

Hey ​@k0k0netiji,

You can probably have a hidden field with the logged in user’s email or name (ideally email as it is unique). If your contact’s table is using that value (e.g. email as a primary field), then that should work.

Please take a look at min 9:27 of the video below. On such video they showcase an example using Name and an example using Email values :D

 


Mike, Consultant @ Automatic Nation 
YouTube Channel

​@k0k0netiji 

If you’re already asking for the person’s email address on the form, then you would just need to create an automation in Airtable that searches for the contact in your Contacts table (based on their email address), and then links the new form submission to that contact.

Hope this helps!

If you have a budget and you’d like to hire the best Airtable consultant to help you with this or anything else that is Airtable-related, please feel free to contact me through my website: Airtable consultant — ScottWorld

 

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