How to prefill a form with CRM data

Sign up for a free JotForm account at: https://link.jotform.com/Qlvp6ZAAQt

Speed up the form-filling process for customers with JotForm Prefill. In this JotForm tutorial, we’ll walk you through the simple process of setting up JotForm Prefill to pre-populate form fields with data from your Salesforce or HubSpot CRM. Learn how to match fields between your CRM lists and JotForm, create and send prefilled form URLs, and enable form editing in case your customers need to change any information on their prefilled form.
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LINKS & RESOURCES
👉 JotForm Prefill: https://www.jotform.com/prefill-forms
👉 HubSpot Prefilled Forms: https://www.jotform.com/prefill-forms/hubspot
👉 Salesforce Prefilled Forms: https://www.jotform.com/prefill-forms/salesforce
👉 Find more JotForm tutorials on our blog: https://www.jotform.com/blog/
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CONNECT WITH US ON SOCIAL MEDIA
Twitter: https://twitter.com/JotForm
LinkedIn: https://www.linkedin.com/company/jotform/
Facebook: https://www.facebook.com/JotForm/
Instagram: https://www.instagram.com/jotform
Medium: https://stories.jotform.com/
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👋 ABOUT JOTFORM
Hi, we're JotForm, a full-featured online forms platform that makes it easy to create robust forms and collect important data. Check us out: https://www.jotform.com/
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#prefillform #jotformtutorial #onlineformbuilder
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CHAPTERS:
00:00​ Introduction
00:10 Choose your form
00:30 Open Prefill options under Publish
00:48 Click on the Salesforce Prefill and authenticate
01:04 Map form fields to Salesforce data and save
01:36 Create prefilled form URLs
02:00 Edit access options for prefilled URLs
02:26 Send URLs individually
02:46 Prefill data with Hubspot
03:31 Subscribe to JotForm

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