Overview
Overview
- Saves time and effort for respondents by pre-filling form fields.
- Improves data accuracy by reducing manual data entry errors.
- Creates a personalized experience for respondents.
How does prefilling work?
Respondent opens the form, enters data into the Prefill field and clicks the search icon.
On searching, the form sends a request to the external data source along with the value entered in the Prefill field to fetch the data.
The external data source processes the request and returns data to be prefilled.
The form receives the response from the external data source and the data will be prefilled in the form fields based on the prefill configuration.
The respondent views the prefilled form and can complete the remaining fields or make any necessary adjustments to the prefilled information.
Choosing the right Prefill field
Prefill-Webhook
Prefill-Zoho Sheet
Check the table below for detailed comparison to determine which prefill option best fits your use case:
Prefill-Webhook | Prefill-Zoho Sheet | |
Data source | External API or web service | Zoho Sheet spreadsheet |
Best suited for | Systems that have API endpoints | Teams already using Zoho Sheet to manage data |
Setup requires | Webhook URL, authorization, URL parameters or request body | Zoho Sheet account access; select spreadsheet, worksheet and search column |
Technical complexity | Higher — requires a configured API endpoint | Lower — no API or coding knowledge needed |
Search mechanism | Form sends a request to the configured URL on search | Form queries the configured worksheet's Search Column on search |
Adding a Prefill Field
- Navigate to the Builder tab.
- In the fields panel, go to Prefill section.
- Drag and drop the desired prefill field, Prefill-Webhook or Prefill-Zoho Sheet, onto your form.
- A configuration popup will appear to guide you through the setup.
- You can add only one Prefill field to a form.
- If your form already has a Zoho CRM field, you cannot add a Prefill field, and vice versa.
- Prefill fields cannot be duplicated.
Response Formats for the Field Types
Pricing
| Plan | Limit |
Trial | 100 |
| Basic | 10000 |
| Standard | 25000 |
| Professional | 75000 |
| Premium | 150000 |
| Zoho One | 150000 |
- This is the total limit for your organization's account, including all users and forms.
- You can view your usage details under Account Usage.
- Once the limit is reached, the access to the form will be blocked.
- The Prefill fields are not available in the Free plan.
- The limit will be reset automatically every month based on your billing cycle.
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