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Can I use a CRM or database lookup in a webform? Print

Modified on: Fri, 13 Dec, 2024 at 1:12 PM


No. Webforms are a third party form type.


This means that they can be filled out by anyone who has access to the webform. For privacy reasons, there is not a way to look up information anonymously.


The CRM or database lookups can only be used when the form is filled out by a User who has started a new form while logged in to Formitize.


  • CRM Customer Database Overview
  • How do I create or update Database Records viz form submission?

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