Trying to pull live data from CRM to prefill form

  • jeremy.gulley
    Asked on March 26, 2021 at 11:26 AM

    Hello,

    I'm not a programmer but, I'm getting pretty good with some different tools and I'm having a hard time wrapping my head around a workflow for pulling data out of Pipedrive to prefill a form. I use Integromat pretty intensively that can build the url based on different data but, I'm wondering if there is a better way. Basically, our deals in Pipedrive are all assigned a simple number. I'd like a form that, when the number is put in, it fills in the customer data such as name, email, phone and address. Is there something I'm missing or a good way to go about this? Happy to jump on a call if it would be helpful :)

    Thanks in advance,

    Jeremy

  • Niko_N
    Replied on March 26, 2021 at 7:11 PM

    Greetings Jeremy,

    Thanks for reaching out to us!

    Unfortunately currently, it's not currently possible to load some data from third-party applications on our forms.

    It's only possible to populate form fields based on input values with our Spreadsheet to form widget, however, it only works with static CSV files:

    How to Use the Spreadsheet to Form Widget

    You may still consider populating your forms via URL parameters:

    Prepopulating Fields to Your JotForm via URL Parameters 

    Please let us know if you have further questions.

    Thank you!