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Pre-fill information from one form into another.

J

Hello community!

I am doing a feedback survey for my company. I need to avoid as much risk as possible of people filling out the information incorrectly.

First I made a form where people fill in their information and several details of people who will do the feedback. And for the second fromulario I want to pull information from the first one so that the participants don't have to fill in the information incorrectly. The question is if I can pull this information from the first form to the second one.

How can I do that? Can I pull the information from an excel sheet to the second form as pre-filled information for each participant?

Thank you for your help! Have a nice day!

Best answer by Liz

Hi ​@Joss603 Happy Wednesday! Thanks for popping by the community. 😀

The best suggestion would be to store the data somewhere, such as a CRM system, and then send them an email with the link to the form and their information pre-filled. This article here has a good example of how to set this up. 

If you don’t already, I would suggest having a CRM or email system to send the forms from versus a Google Sheet (which will be more complicated to grab the data from, oddly enough). 

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Liz
Community Team
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  • Liz
  • Tech Community Advocate
  • 14840 replies
  • Answer
  • January 22, 2025

Hi ​@Joss603 Happy Wednesday! Thanks for popping by the community. 😀

The best suggestion would be to store the data somewhere, such as a CRM system, and then send them an email with the link to the form and their information pre-filled. This article here has a good example of how to set this up. 

If you don’t already, I would suggest having a CRM or email system to send the forms from versus a Google Sheet (which will be more complicated to grab the data from, oddly enough). 

Life is a series of awkward moments separated by snacks.
J
  • Joss603
  • Author
  • Explorer
  • 1 reply
  • January 28, 2025

Hi ​@Liz, thank you for your prompt reply. I've been looking for solutions and will try the one you suggested. The only downside is the CRM from which it pulls data. However, I will see if I can get a new one or adjust my Airtable to see what I can do. I appreciate your help! You are very kind!

Liz
Community Team
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  • Liz
  • Tech Community Advocate
  • 14840 replies
  • January 29, 2025

I try my best, ​@Joss603 ! You could also try using Zapier to send the emails so that you can grab the data from your Airtable instead of having to use a CRM system! I believe Zapier can grab data from the fields in Airtable a bit easier than grabbing them from a Google Sheet. 

Life is a series of awkward moments separated by snacks.

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