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Search results

  1. J

    Cognito Not Pulling Fields In workflow.

    I just started a new connection from lead connector to agent CRM. Lead connector is gathering all of the data, but all of the fields for Cognito are not coming over to be able to map from lead connector. What can I do to fix this? Thanks! :-) Troubleshooting Integration with Cognito Forms -...
  2. J

    Mapped Check Boxes Not Going Through

    I have everything connected in my form, everything is mapping correctly, but when I have a box check in the form, that "check" is not transferring over to the CRM, even though it's mapping it. Troubleshooting Workflow Integration Issues with Cognito Forms and Agent CRM 🔧 - Watch Video
  3. J

    Google Drive to Google Sheets issue.

    I have a link E-Mailed to me. I copy and paste that link into my browser, and then it downloads the CSV file. When it downloads that file, I drag it into the folder on my desktop. Any suggestions?
  4. J

    Google Drive to Google Sheets issue.

    It's a standard .csv file any reason pabbly can't extract data from a standard file?
  5. J

    Google Drive to Google Sheets issue.

    I have a folder on my desktop that is connected to my google drive. When I download a new .csv file, and put it in that folder, I want the data to go to a seperate google sheets. It's not allowing me to map the data. Can someone please help? Troubleshooting Google Sheets Integration Issue...
  6. J

    Update to cognito forms

    Thanks so much!
  7. J

    Update to cognito forms

    Typically how long does an integration like this take?
  8. J

    Update to cognito forms

    Thanks so much!
  9. J

    Update to cognito forms

    Cognito Forms is now under actions, but there are no Action Events. Does this mean they are actively working on it? :-)
  10. J

    Appended Values Google Sheet

    I am mapping a google sheet w/ well over 52 columns, so I added an appending value section. Does the system read all of this as one sheet still, or separate sheets? What specifically do I put into the Values (Required) section? Master Datasheet Mapping Challenges - Watch Video
  11. J

    Mapping Issue

    This is a default field that cannot be changed, but I still use it. should I just duplicated it as a custom field?
  12. J

    Mapping with Radio and Drop Down.

    Question About Mapping a Radio with Dropdown Option: What is the difference if I keep the {{pc_skip_field}} before, or if I remove it altogether? Should I keep it or delete it for mapping purposes? Mapping Fields in Cognito Form to GoHighLevel 🗺️ - Watch Video
  13. J

    Mapping Issue

    Thanks!
  14. J

    PDF File in Workflow

    I think that was it! I will let you know. Thanks so much! :-)
  15. J

    PDF File in Workflow

    Troubleshooting PDF Upload Issue 🛠️ - Watch Video
  16. J

    Mapping Issue

    Has anyone had a field not show when they are mapping? Date of Birth is not showing as a mapping option from Cognito form to Agent CRM. Troubleshooting DateOfEarth Field Mapping - Watch Video
  17. J

    Cognito Forms

    I am moving everything from Zapier to Pabbly. I am connecting Cognito forms to my GLH. It appears that Pabbly requires selecting a specific form for each trigger, whereas Zapier allows all forms to be triggered by one API. Does this mean that if I create a new form in Cognito, I will need to...
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