Prefill form fields from a Contact and save as a new Lead

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Posted on by MichelleM

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Is it possible to prefill a (real-time) form sent as a link in an email to Contacts, and to create a New Lead from that form submission linked to that Contact?

I thought this was the intended purpose of the new joint Audience and Prefill features, but I just seem to create blank leads every time.

Ideally what we want is to be able to send a form link in an email to Contacts. When the Contact opens the form it will be prefilled with their saved details from the Contact record (First Name, Last Name, Email, Business Phone, Address 1 fields) along with a few extra unmapped field questions. Then when they submit the form the submission will be linked to a newly created Lead, populated with the same Contact details (First Name, Last Name, Email, Business Phone, Address 1 fields) and linked to the original contact in the Parent Contact field...

Is this possible??

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Dynamics 365 Customer Insights - Journeys