My App - Prefilled

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    thetdclub
    Asked on November 18, 2021 at 10:17 AM

    In My App. Is there a way to prefill the forms with contact information from HubSpot?

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    John 
    Answered on November 18, 2021 at 10:30 AM

    Hello,


    Yes, you can follow the steps below:


    In the form builder, go to the Publish tab.

    Click the Prefill option.

    Click the HubSpot from the list.

    Authenticate your HubSpot account to start using prefill.

    Select Contacts or Companies list from the dropdown.

    After list selection, fields will be matched automatically by the system. If you want to match more fields, you can click on the Add More button and match manually. Click on Save Settings to start creating prefilled URLs.

    Click on the Add a New Prefill button. A pop-up will be shown with the HubSpot record list where you can select all or some particular records. You can also use the search bar to find a record. After that, click on the Create button to generate prefilled URLs for the selected data.

    You can preview the prefilled forms by clicking the URL under the prefill name and seeing the form with prefilled information. Or you can click on Add a New Prefill button to create more prefilled URLs.


    You can also check this link for a more detailed guide: https://www.jotform.com/help/1809-how-to-prefill-a-form-using-the-data-from-hubspot/#_


    Hope this helps!

    John