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JotForm is a free online form builder which helps you create online forms without writing a single line of code. No sign-up required.

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    My Sales Process form is not updating to InfusionSoft

    Asked by CindyLOPCO on July 11, 2016 at 09:32 AM

    It's been working for months - I came in today and found "No Name" Contacts created

     

    I did a test using my information and all that populated was the email address

     

    Can you help ASAP? Our new website JUST went live!

     

    Thank you so much

    Cindy Glover

    Cindy@LopcoContracting.com

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    JotForm Support

    Answered by Charlie on July 11, 2016 at 11:35 AM

    Have you tried removing and re-integrating Infusionsoft?

    I just checked in my end and the submission data was successfully added in my Contact list:

     

    Make sure that the first name and last name in your Infusionsoft is properly mapped to JotForm's full name field. 

    It might also be best to set your "Full Name" field to be required.

    Let us know if that fixes your problem.

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    Answered by CindyLOPCO on July 11, 2016 at 02:01 PM

    I don't know if it's Jotform or Parsey at this point. So frustrating.

    In Parsey, you are correctly sending the data over, but it's not populating InfusionSoft (I'm waiting to hear back from them)

     

    This is how I have the fields mapped - Do you have a suggested edit?

     

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    JotForm Support

    Answered by Charlie on July 11, 2016 at 02:48 PM

    It seems to be setup properly. May I know if you have removed and re-integrated it again?

    May we also know how your process flow works?

    I presume it is JotForm-> InfusionSoft because you are using the direct integration. But I am not sure to what part Parsey is in your process flow. Have you tried disabling Parsey? Perhaps Parsey is updating those contacts but does not have a "Full Name" value, which would explain your contacts being updated as "No Name"?

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    JotForm Support

    Answered by Mike on July 11, 2016 at 04:14 PM

    Please get back to us via the next thread regarding the missing fields.

    https://www.jotform.com/answers/879658

    Thank you.