-
jeremy.gulleyAsked 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
Page URL: https://form.jotform.com/210765752619058 -
Niko_NReplied 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!