Webinar: Announcing JotForm Prefill

Question fatigue — we’ve all been there. You’re buying something from your favorite company or registering for next semester’s courses or doing an annual emergency contact list update for work, and there are just so many questions. And they’re all required? Forget it. You don’t really need that jacket, do you?

But when even some of that information is already filled in for you, you’re less likely to walk away in frustration. You’re also less likely to make a critical mistake, like buying that jacket in the wrong size.

Now, with JotForm Prefill you can save your clients and customers the same trouble. Our new prefill options give you a number of ways to pre-populate forms with data you already have, increasing engagement and decreasing opportunities for potentially risky data errors. Match fields from your favorite CRM, JotForm Tables, and previous submissions to create pre-populated forms with unique URLs.

In Announcing JotForm Prefill, we tell you everything you need to know about these prefill options. In addition to providing you with a demo of how to find and use the tools, we share use cases and best practices for each different option, including

  • Streamlining lead activity by syncing with CRMs like Salesforce and HubSpot
  • Manually pre-populating forms to create a cleaner, more efficient user experience
  • Quickly updating data by pulling in previous responses from JotForm Tables or forms

Check it out below!

This article is originally published on Jun 21, 2021, and updated on Jul 26, 2021.
AUTHOR
Morgan is the webinar manager at JotForm. She is passionate about helping people do their best work and has spent many years crafting sessions that educate users on how to make the most of a product. Outside of JotForm she tries to explore as much of the world as possible, makes lots of cakes, and goes wine tasting whenever she can. You can reach Morgan through her contact form.

Send Comment:

JotForm Avatar
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Comment:

Podo CommentBe the first to comment.