How to keep updating the same contact card in infusionsoft when submitting multiple forms?

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    nextgenstrata
    Asked on December 30, 2016 at 10:08 AM

    I use infusionsoft to automate the work flow, jotform will allow me to start a contact card in infusionsoft by assigning a random number (by random value generator) plus the field calculator to form unique email for the contact card in infusionsoft. e.g. randomvalue@example.com

    while I have accomplish the first step, I am wondering if there is a way to update this one contact card that is just created throughout the campaign when clients or supplier submit multiple subsequent forms. e.g. a prefilled field in the 2nd jotform (a different form) to be the newly generated email address (random value) so that the same contact card can be updated with other info such as uploaded files, additional information and etc.

    please advise. thanks

  • Profile Image
    Kiran
    Answered on December 30, 2016 at 12:20 PM

    I am not sure if I understand your query correctly. If the form receives a submission with the same email address, the contact can be updated by using the option Duplicate check in the integration wizard.

    By choosing Update existing contact, the submission received will be updated if the email address is the same. If the email address is a different one, Infusionsoft will be creating a new contact automatically.

    Hope this information helps! Let us know if you are referring something different. We will be happy to help. 

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    nextgenstrata
    Answered on December 30, 2016 at 07:45 PM
    Hi Kiran,
    thanks for the prompt assistance, problem solved, however a side question
    please. when I tried to use URL parametres to lock the email address (e.g.
    prefill the form with the same email address and make the field invisible
    so that the user cannot change the value upon submission), it seems that
    ...
  • Profile Image
    liyam
    Answered on December 31, 2016 at 06:09 AM

    Hello nextgenstrata,

    Your response was cut off. It seems also that you sent your reply via email. Can you instead try visiting this page and post your reply here: https://www.jotform.com/answers/1022142

    We'll look forward to your response.

    Thanks.

  • Profile Image
    nextgenstrata
    Answered on December 31, 2016 at 08:21 AM

    Hi Kiran,

    thanks for the prompt assistance, problem solved, however a side question please.

    when I tried to use URL parametres to lock the email address (e.g. prefill the form with the same email address and make the field invisible so that the user cannot change the value upon submission), it seems that only when the client clicks the direct link (with merge field in infusionsoft), the form email address can be locked as requested (see screenshot here: http://screencast.com/t/0KpCjQEkPer ). but when I copy and paste the link to put it as a URL link (button-click URL at infusionsoft, see the screenshot here: http://screencast.com/t/g1kuPNht ) or directly create a URL link for the same matter, the form at JotForm will not be updated with prefilled field as requested, any chance you may be able to help me out here too?

    PS: sometimes when I use the prepopulate.jotform.io to generate the URL parametres, some fields (particularly the invisible field) were dropped off even though I write it into the URL parametre manually, any reasons?

    Sorry about my wordy question, appreciate your help in advance.

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    Kiran
    Answered on December 31, 2016 at 03:43 PM

    Glad to see that the existing contact issue is resolved. The other question is moved to a separate thread and shall be addressed there shortly.

    https://www.jotform.com/answers/1022709

    Thank you! 

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    ainsleyrodriguez
    Answered on December 31, 2016 at 03:55 PM

    Kiran, can you help me with my infusion soft issue? 

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    liyam
    Answered on December 31, 2016 at 10:04 PM

    Hello ainsleyrodriguez,

    I see that there is a thread that you have created regarding infusionsoft. We're sorry for this delay. We'll give you a response as soon as possible.

    Thanks.