- DaveAsked on October 23, 2017 at 01:45 AM
Is it possible to pull data from CRM's (Insightly) to populate form fields such as dropdowns and options?
Perhaps even autocomplete on client names etc?
The use case is I want the form to be able to select a client from the CRM either via autocomplete text field, or dropdown.
- JotForm SupportChriistianAnswered on October 23, 2017 at 04:47 AM
Unfortunately, pulling data from CRM's to populate Form Fields using the Form Builder isn't available. However, there could be a workaround for this. You can manually add the listing from CRM to the Auto Complete widget to autocomplete field on your form.
Let us know if you need further assistance.