I would like to pre-fill the form by passing parameters in the url, can i do this?

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    satelnaik
    Asked on October 02, 2017 at 08:45 AM

    Hi,

    I have a form that i wish to develop where i can pass the name variable, email variable, address details to the form and pre-fill it so it is defaulted but should a client type over it i want it to updaqte my Zoho CRM system


    I would also like it so that when the Zoho record is created/updated it uploads a copy of the Form, will this do this?

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    Kiran
    Answered on October 02, 2017 at 10:43 AM

    It is possible to prepopulate the fields of a form by using Prepopulate app. Please refer to the guide below that can help you with prepopulating fields with URL parameters.

    https://www.jotform.com/help/71-Prepopulating-Fields-to-Your-JotForm-via-URL-Parameters

    If you have the user's data filled in an Excel spreadsheet you may consider using Spreadsheet to Form widget. The data can be filled by entering any unique value of the user from the spreadsheet. The following guide can help you with this.

    https://www.jotform.com/help/442-How-to-Use-the-Spreadsheet-to-Form-Widget

    I would also like it so that when the Zoho record is created/updated it uploads a copy of the Form, will this do this?

    You may integrate your JotForm with Zoho CRM by following the guide below:

    https://www.jotform.com/help/409-How-to-Integrate-JotForm-with-Zoho-CRM

    In order to update the existing records in your Zoho CRM, you may consider selecting 'Update existing record' option in 'Duplicate Record Check' in the integration wizard.

    Hope this information helps! Please get back to us if you need any further assistance. We will be happy to help.