Prefilling Calendly using the Jotform redirect URL option

  • Felix Heller
    Asked on October 17, 2024 at 9:52 AM

    Is it also possible to pass data to calendly in order to prefill the data in the calendly bookings page when we have configured the redirect with a conditional logic?

    Meaning only leads how say that they are willing to invest in our solution are getting redirected to a the calendly page.

  • Gian_D JotForm Support
    Replied on October 17, 2024 at 10:45 AM

    Hi Felix,

    Thanks for reaching out to Jotform Support. Can you take a screenshot of the fields in the Calendly that you want to prefill and send it to us? This guide will show you how to do that. Take note that you can use the Calendly widget to integrate your form with Calendly. Let me show you how to do it:

    1. In Form Builder, click on Add Element on the upper left side of the page.
    2. Click on the Widgets tab.
    3. Drag and drop Calendly widget on your form.

    Prefilling Calendly using the Jotform redirect URL option Image 1 Screenshot 30

    4. Click on the Wand icon of your Calendly widget.
    5. Enter your Calendly Event URL on the right side of the page.

    Prefilling Calendly using the Jotform redirect URL option Image 2 Screenshot 41

    Once we hear back from you, we'll be able to help you with this.

  • Felix_Heller
    Replied on October 24, 2024 at 6:52 AM

    Hi,

    thanks for your reply.

    So we have the following calendly fields
    First name
    Last name
    email
    Phone number (text field)

    See the two screenshots below

    Prefilling Calendly using the Jotform redirect URL option Image 1 Screenshot 40


    Prefilling Calendly using the Jotform redirect URL option Image 2 Screenshot 51


    I was able to manually create a pre-populated link with the following end parameters
    ?first_name=James&last_name=Bond&email=k&a1=+49007123456

    Now I would need the following data from jotform to be passed in the URL redirection
    Name -> First name & last name
    email -> email
    and jotform phone number (consisting of country code + area code + phone number)

    I know how to pass the data from jotofrm into the URL redirect to the calendly link for email and phone number.

    But I dont know how seperate the jotform name field into first name and last name since it is shown in the settings under unique identifier as one field called {name}

    I tried the following URL ending for the rederict link:
    ?first_name={name[first]}&last_name={name[last]}&email={email}&a1={telefonnummer}

    It did not work for the seperation of the name field.
    See screenshot


    Prefilling Calendly using the Jotform redirect URL option Image 3 Screenshot 62

    Also I want to repeat the fact that we are using a logic in our form.
    So only leads how anser that they are willing to invest into our solution will get redirected-

    Can you please help me solve the name seperation issue?

    Looking forward to your reply.
    Best regards

  • Felix_Heller
    Replied on October 24, 2024 at 7:15 AM

    Okay I was did find the solution here: https://www.jotform.com/answers/4908736-how-do-i-add-form-field-data-as-url-parameters-in-thank-you-page-redirect-url

    So in order to pass the name value in seperate name fields you have to use:

    {name:first}
    {name:last}

    So our URL querey looks like this now:
    ?first_name={name:first}&last_name={name:last}&email={email}&a1={telefonnummer}

  • Gian_D JotForm Support
    Replied on October 24, 2024 at 7:25 AM

    Hi Felix,

    I saw that you've already found the right URL parameter to separate your first name and last name fields. Do you still need further assistance?

    As soon as we hear back from you, we can move forward with a solution.

  • Felix_Heller
    Replied on October 28, 2024 at 10:57 AM

    No that did the trick for us.
    Thank you for your support.

    Best regards