Send Out Your Form with Pre-populated Data

Send a test email (to an email you can check, of course!) using the “Insert Forms Link” button. Select your form and it will appear in your inbox with the first couple fields prepopulated!

We have not set up the integration yet so don’t be surprised if you submit the form and nothing happens.

Also, don’t forget to hide the Zoho CRM field! Nobody needs to see that. It still performs its function just fine.

If you are missing that “Insert Forms Link” button, go back and watch the very first video on the course intro page. There you’ll see how to enable the integration between CRM and Forms and allow data pre-population.