How to pull customer name from Salesforce into Jotform?

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    Amanjunath
    Asked on June 12, 2019 at 08:40 PM

    I have completed making all forms and need to pull customer info from salesforce to display in jotform.  How can I do that.  Please help!

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    jherwin
    Answered on June 12, 2019 at 09:05 PM

    Unfortunately, forms can only be pre-populated via their URL or using a spreadsheet to form widget.  They cannot be populated from an outside source.

    With the full source code of your form: How-to-get-the-Full-Source-Code-of-your-Form

    And some development work, this may indeed be possible.  However, we do not have anything specifically built in to do it and would not be able to help with the customization.

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    Amanjunath
    Answered on June 13, 2019 at 07:43 AM
    Thank you for your timely reply. It appears that the bronze plan will not serve our needs and would like to cancel it, keeping only the free version for now. Can you please let me know how I can do that.
    Sincerely,
    Appy Manjunath
    [cid:4d794165-6ee9-43fa-957f-424211607425]
    221 North Broadway
    Salem, NH 03079
    617-906-7000


    ...
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    jherwin
    Answered on June 13, 2019 at 07:57 AM

    As per your request, I have canceled your subscription for your account Amanjunath, I also issued a refund for the last payment, it should be reflected on your account within 5-10 business days.