How can I pull data from CRM's for form fields?

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    Asked 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.


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    Answered 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.

    Or you may also try the Spreadsheet to Form Widget to populate form fields from an External Excel sheet. Here's the guide on How to Use the Spreadsheet to Form Widget.

    Let us know if you need further assistance.