Can we use salesforce record data on jotform , like i have client data

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    shrikant telangi
    Asked on July 20, 2020 at 10:03 AM

    Can we use salesforce record data on jotform , like i have client data already in salesforce, when suppose i create new form for client, then like his name, email id and other data should pre pupulate on that form, this is possible.



    This is a re-post of a comment on How to Setup Salesforce Integration

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    Basil_A
    Answered on July 20, 2020 at 11:19 AM

    Hi,

    It is possible to pre-populate forms with data using our prepopulate app.

    https://prepopulate.jotform.io/

    However, it is not possible to grab the data directly from Salesforce.  I will forward this as a feature request to our developers.


    You will be notified via this thread if the feature is implemented by our developers.