How can I populate jotform with an existing contact in infusionsoft

  • Eric Rosenthal
    Asked on November 21, 2019 at 2:02 AM

    Hello. I have seen this a few places, but haven't come across a complete answer. 


    I use Infusionsoft (IS) as my CRM. I am using JotForm to create an order form. Is it possible to add a customer search on my form? Where the sales person can type in the customer name, have it search IS for the contact details, and then populate the jotform fields (address email, etc). Anyone who is purchasing a product is already in Infusionsoft. 


    I found two options on your support pages 1) URL codes and 2) set up an intermediary LAMP situation with zapier talking to mysql. 


    I saw a few others asking about this type of Infusionsoft functionally. Was this ever answered? 


    Thanks

  • AndrewHag
    Replied on November 21, 2019 at 4:28 AM

    If I understood your requirement correctly, you wish to prepopulate the form fields by fetching the data from Infusionsoft?

    I believe we don't have a way to fetch records from your Infusionsoft then prepopulate it to the JotForm form.

    However, it might possible if you build a PHP function in your website that fetches information from your Infusionsoft records the prepopulating the Form URL. 

    If you want, instead of fetching the data directly to Infusionsoft, you can set up a MySQL database, when your form is submitted, the data will directly be sent to your database. From there you can easily create PHP functions to retrieve data using SQL queries and prepopulate the form. Here's a guide on how to send data using a PHP function to MySQL: How-to-send-Submissions-to-Your-MySQL-Database-Using-PHP