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  • Profile Image

    How can I make the Fullname field (or 2 Textboxes) work with Mailchimp, Google Sheets, Zapier and Hubspot?

    Asked by mirkolambertimigastone on June 07, 2017 at 11:23 AM

    Hi,

    I'm working on a form and have a little trouble with name and surname's fields.

    The flow is this:

    filling data in JotForm
      » integration with Mailchimp
      » integration with Google Sheets
      » "integration" with Zapier that insert data in hubspot.

    Now, Mailchimp accept a field named "Full Name" that is perfect for the correspondent field in JotForm. In this the user insert Name and Surname and I have the 2 fields separated in Mailchimp and Google Sheets. Unfortunately with Zapier I can't separate data and I only can insert Name and Surname in the same field Name or Surname in hubspot.

    Other solution that I've implemented (and still [not] working now) is to insert two separated fields in the form: one for Name and other for Surname. Perfect for Zapier and hubspot, but I can import only the name in Mailchimp.

    I'm tried to create a condition too: if field name and field surname are filled, than fill name&surname field. But it doesn't work in both sense I've tried.

    Is there a solution?

     

    Many thanks

    Mirko Lamberti

  • Profile Image
    JotForm Support

    Answered by david on June 07, 2017 at 12:37 PM

    The best solution I can think of would be to use a single text box field to collect both first and last name rather than two separate fields.  This would be the only solution I can think of that all of the above integrations since it is not possible to extract first or last name only from the full name field using conditions.  If that were possible, you could simply update a first name and last name field using the full name field, then use whichever is needed for the appropriate integration. 

  • Profile Image

    Answered by mirkolambertimigastone on June 08, 2017 at 05:27 AM

    Many thanks.

    Actually I've got 2 separated fields, one for name and one for surname. This is why in hubspot is more important to have both name and surname while in mailchimp I use more the name only.

    Isn't elegant to send emails naming your receiver with both name and surname I suppose.

    But is strange that in the Mailchimp's integration I can't specify Name and Surname separated.

    Have a great day
    Mirko

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    JotForm Support

    Answered by Jim_R on June 08, 2017 at 06:40 AM

    Hey Mirko - I also fiddled around with conditions to see if there's a possible workaround to interchangeably pass values between 2 Textboxes (first and last name) and the Fullname field with no luck.

    I guess the only approach is to go with my colleague's suggestion of using a single Textbox Field to collect the full name of your respondents. Adding a Placeholder to the field should help your users get a visual idea on what to enter on the single field.

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    Answered by kryonoxis on June 08, 2017 at 01:43 PM

    Hi Mirko,

    Have you tried using the Form Calculation widget to concatenate two fields in one?
    Here's an example: https://form.jotformeu.com/kryonoxis/test-string-concat

    You could then use the separate First & Last name fields for MailChimp, and use the calculated field for HubSpot.

    If this would work for you, here are the steps:

    1. Create two separate Text fields, one for First Name and one for Last Name

    2. Add Form Calculation widget to your form

    3. In the calculation settings, add fields First Name and Last Name separated with a space.

    4. Click on these fields fields once so they change from black "number" input to brown "string" input.

    5. Additionally, you could hide this calculated field so it's not visible to people filling out the form.

    Cheers

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    JotForm Support

    Answered by david on June 08, 2017 at 02:47 PM

    The issues arises from needing to use a Full Name field for on integration and two separate names for another.  Combining two text boxes into a single textbox as you have shown does indeed work.  Combining two separate text boxes data into a Full Name field is the limitation.

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    Answered by mirkolambertimigastone on June 08, 2017 at 03:14 PM

     

    Ok, resolved. Thanks for support :-)

    It seems that JotForm integration for Mailchimp have a little "verticalization".
    If the name of fields is FNAME and LNAME, JotForm join toghether and show Full name in the list. Look here:

     

    If I change the name of my column LNAME (in List » Settings » List fields and *|MERGE|* tags) ... it's a kind of magic ... the fields are separated. Look here:

     

     

    Naturally if I put FNAME and LNAME on other fields, this other fields will be named "Full Name" in JotForm. lol

     

     

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    JotForm Support

    Answered by Mike_G on June 08, 2017 at 04:45 PM

    We are glad to know that your concern has already been resolved and we also appreciate you sharing with us your findings.

    If you have any further questions or concerns, please feel free to contact us again anytime.

    Thank you.