Prepopulate forms by fetching data from Infusionsoft?

  • Profile Image
    CHarbridge
    Asked on May 28, 2015 at 12:19 PM

    Hi there,

    If I use an Infusionsoft form, when a customer opens the form, it pre-populates the fields that are already populated in the client's record in Infusionsoft ie:  First Name, Last Name etc. 

    Is there a way to do this with JotForm? 

    APPLICATION:  I'm looking for a solution for signing contracts and with your new Adobe Signature function, I think it would be REALLY COOL if we could create a contract agreement in JotForm, which would pre-populate the fields (ie Pricing etc that's stored in custom fields in Infusionsoft), then have the client sign the doc and VOILA PDF's for everyone!

    Is there a way to pre-populate JotForm's fields?  Maybe if I host the form on my website and use a query string in the URL - would that work?  Any ideas?

    Let me know, I'd LOVE to use JofForm for this!! 

    Thanks!

    Christa

     

     

  • Profile Image
    Charlie
    Answered on May 28, 2015 at 01:40 PM

    Hi,

    We have an Infusionsoft integration to JotForm, you can check the app page here: http://apps.jotform.com/app/infusionsoft_integration. This will send data from your form to Infusionsoft, but I believe we don't have a way to fetch records from your Infusionsoft then prepopulate it to the JotForm form.

    It's possible to prepopulate the form via URL parameters, you can check it here: http://www.jotform.com/help/71-Prepopulating-fields-to-your-JotForm-via-URL-parameters.

     

    However, it's possible if you build a PHP function in your website that fetches information from your Infusionsoft records the prepopulating the Form URL. 

    If you want, instead of fetching the data directly to Infusionsoft, you can setup a MySQL database, when your form is submitted, the data will directly be sent to your database. From there you can easily create PHP functions to retrieve data using SQL queries and prepopulate the form. Here's a guide on how to send data using PHP function to MySQL: http://www.jotform.com/help/126-How-to-send-Submissions-to-Your-MySQL-Database-Using-PHP.

    I hope that gives you an idea on how to proceed.