JotForm Prefill: automatic salesforce prefill option

  • Highlevelhearing
    Asked on August 21, 2021 at 3:50 AM
    I second this request
  • Girish JotForm Support
    Replied on August 21, 2021 at 3:52 AM

    I am escalating your request for the automatic generation of salesforce prefill links.

    We will not be able to provide an ETA, but once this feature gets implemented we will inform you via this ticket.

  • Highlevelhearing
    Replied on August 22, 2021 at 12:59 AM

    I would like to automate it from the form submissions as well

  • Girish JotForm Support
    Replied on August 22, 2021 at 3:15 AM

    Do you mean to say that you want to create automated prefill links directly from the form submission page?

    Is this like a column containing the prefill link directly on the form submission page?

  • Highlevelhearing
    Replied on August 22, 2021 at 7:43 AM

    Actually, I mean from the email that you can send to a client. once the form is filled out


    1629632538 6122381aceafb  Screenshot 10

  • Highlevelhearing
    Replied on August 22, 2021 at 7:44 AM

    Is there a way to upload a spreadsheet to create prefilled forms?

  • Girish JotForm Support
    Replied on August 22, 2021 at 9:30 AM

    You can actually create a prefilled link (to pass form data from one form to another) and add that to the autoresponder email content: https://www.jotform.com/help/351-how-to-automatically-pass-form-data-to-another-form/

    But as far as I can see the creation of that link has to be done manually.

    Is there a way to upload a spreadsheet to create prefilled forms?

    Yes, you can use a Spreadsheet to Form widget to auto-fill data on form fields: https://www.jotform.com/help/442-how-to-use-the-spreadsheet-to-form-widget/

    Would that work?

  • ugurugurlu Director of Product, Partnerships
    Replied on April 22, 2022 at 3:52 AM

    Hi,

    You can check the new Zapier action events of Jotform to assign prefilled forms. You can automate assigning prefilled forms using trigger and action events.

    If you have any questions, please let us know,

    Bests.