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What is external form import?

Keep the contact form you already run on your own site, in HubSpot, or in Salesforce, and route submissions to a booking page based on the answers.

What you will learn

  • What external form import lets you do

  • Which forms are supported, and what you need to use it

  • The setup flow, and what to check before you go live


What is external form import?

Keep the contact form you already run — on your own site, in HubSpot, or in Salesforce — instead of replacing it with a Jicoo form, and show a booking page or redirect to a URL of your choice based on what the visitor answered.

For example, you can show a sales booking page immediately after submission, but only for visitors who selected "Considering a purchase" as their inquiry type. Because you never replace the form, you keep the contact flow you already have and simply shorten the path to a booked meeting.

How you get set up

Your form stays exactly where it is. Five steps connect it to Jicoo scheduling — you do not need to rebuild the form or change your site design.

  1. Get started
    Available on the Business plan and above. Talk to us before turning it on (see "Requirements" below).

  2. Load your form
    Enter the URL of the form you want to connect. Jicoo reads that page and imports its input fields automatically. Anything it cannot detect can be added by hand.

  3. Set the source mapping
    For each imported field, specify which input on your form it corresponds to, using the name or id attribute. This is how Jicoo picks up what the visitor submitted.

  4. Configure routing
    Set up conditions and destinations — "when the answer is this, show that booking page". You also choose whether Jicoo runs on form submit or after the thank-you page loads.

  5. Install the embed code
    Paste the few lines of generated code into the page where your form is displayed. Routing goes live as soon as the snippet is in place.

Finally, send a test submission and confirm the scheduling screen opens. Even when something is misconfigured, the form submission itself still succeeds and no error appears on screen — so please always test before going live.

Note: to carry fields other than name and email (company, for example) into the booking form, you can set that up later under Prefill mapping.

Read this first: what the routing timing changes

The Routing timing setting changes what happens to your form's own submission.

  • Execute on submit (default) — Jicoo receives the input and immediately shows the booking page or redirects to your chosen URL. When this happens, your form's own submission does not run. Notifications, CRM records, and the redirect to your own thank-you page are all skipped, along with any analytics or ad conversion tracking that fires on that thank-you page.

  • Execute after thank-you page — your form submits normally first, and Jicoo routing runs afterwards. Choose this if you need to keep your existing notifications, CRM integration, and thank-you page tracking.

Submissions that match no condition and fall through to "No routing", and submissions where the request to Jicoo fails, are sent by your form as usual. Even if the Jicoo integration stops working, inquiries still reach you.

With HubSpot forms, Jicoo routing runs after HubSpot has finished its own submission, so your HubSpot records are kept regardless of the routing timing setting.

Common use cases

  • Show a sales rep's booking page the moment a contact form is submitted

  • Route to different teams' booking pages based on inquiry type, company size, or other answers

  • Keep sending submissions that do not need a meeting (brochure requests, for example) to your existing thank-you page

  • Carry the name and email already entered in the form into the booking form (the field type must be set to Name and Email; company and other fields can be carried over by configuring Prefill mapping)


Supported forms

On the Import from another service screen, choose one of the following.

  • Self-hosted
    A form published on your own site, or a form service not listed below. Jicoo reads the form URL and imports the fields. No integration needs to be connected first.

  • HubSpot
    A form published in HubSpot. Jicoo issues a dedicated snippet that listens for HubSpot's official submission-complete event and then opens the scheduling screen. No integration needs to be connected first. Only HubSpot's newer embed format is supported (the type that renders the form inline on the page). If you use the older hbspt.forms.create format, the submission may not be detected — please test before going live.

  • Salesforce
    A form published in Salesforce / Account Engagement (formerly Pardot). Jicoo relays the submission while keeping Pardot's own input validation. Before you start, connect the Salesforce Form integration from the integrations list. This is a separate integration from the CRM-oriented Salesforce integration, so it must be connected even if you already use that one. Only team admins can connect it, and Account Engagement (Pardot) must be available in the connected Salesforce org. The setup steps and embed method differ from this article — see About Salesforce Account Engagement (formerly Pardot) Form Integration.

Forms that routing cannot work with

Google Forms, Typeform, Tally, Microsoft Forms, and Tayori render the form inside a frame on another domain (an iframe). Browser security prevents Jicoo from detecting the submission, so routing will not run even if you import the form as Self-hosted.

The services with a dedicated integration that works around this limit are HubSpot and Salesforce (Account Engagement). If you use either, choose HubSpot or Salesforce at creation time rather than Self-hosted.

Other form services (formmailer, Jotform, SELECTTYPE, Fillout, Paperform, heyflow, and so on) have not been verified. In every case, please send a test submission and confirm the scheduling screen opens before going live.


Requirements

  • Available on the Business plan and above. Teams on an earlier pricing plan can use it on any plan other than Individual (free), regardless of the plan name. You can check your current plan under PaymentPlan detail in the dashboard.

  • External forms can be created by team members with the Owner, Admin, or Member role. The Restricted User and External User roles cannot create them.

  • Please talk to us before you start. Pricing is quoted individually based on how you use it and how many forms you connect.

In the dashboard, open Routing, select Add Form (or Create Form if you have no forms yet), then choose Create under Import from Other Services. An introduction screen appears; the Contact us button on it opens a chat where you can reach us directly.

Note: if you move to a plan that no longer meets the requirement, your existing external forms remain, but routing stops working and a warning appears in the form list.


Setup flow (Self-hosted and HubSpot)

Setup takes three steps.

1. Form fields

Enter the URL of the form you want to connect and select Load. Jicoo reads the public page and fills in suggested form fields automatically.

  • Fields that could not be imported can be added with Add field. See Add form fields manually when auto-detection fails for details.

  • For each field, set the Source mapping — the name or id attribute on your original form and its value. This is the link that lets Jicoo receive the value.

  • Running Load again overwrites the field definitions with the analysis result. Fields you added or edited by hand are lost, so take care when re-loading.

  • The URL you save here is registered as the source, and is also used to decide which submissions are accepted. Only the part up to the host name is used (the https:// prefix plus the host name, including the port if you use one) — the page path after that is ignored. Open the page where you will install the embed code in a browser, and save the URL exactly as it appears in the address bar.

2. Routing

Decide what happens based on what was submitted.

  • Routing timing
    Choose Execute on submit or Execute after thank-you page (see the top of this article for the difference). With the HubSpot integration this setting is shown but not used — routing always runs after HubSpot completes its submission.

  • Conditions
    The destination when a form field answer matches your condition.

  • If the above conditions do not apply
    What happens when nothing matches.

There are three destinations: Booking Page, External URL, and No routing.

  • Booking Page
    Shows a Jicoo booking page. Only this option shows a Display Method setting, where you choose Redirect (move to the booking page) or Popup (open it over your form).

  • External URL
    Moves to a URL you specify.

  • No routing
    Jicoo does not change the screen. Your form's own completion screen is shown.

Note: a newly added route starts with No routing selected. Nothing will happen after submission until you change it, so be sure to choose a destination.

3. Embed code

Paste the generated code into the page where your form is displayed. If you chose Execute after thank-you page, install the same code on the thank-you page as well (with the HubSpot integration, the form page alone is enough). Routing goes live once the code is installed.

Note: copy the code exactly as shown in the dashboard, without editing it. Retyping or shortening any part of the address will break the exchange on submission, and the scheduling screen will not open.


After you create it

Your external forms are listed under Routing → the External form tab. From the edit screen you can change:

  • Basic settings
    The admin title shown in the form list (never shown on your site)

  • Form fields
    Field definitions and the form URL

  • Routing
    Conditions and destinations

  • Prefill mapping
    Optional. Carries values from your external form into the booking form. Use it for fields other than name and email. If required booking fields are left unfilled by the mapping, the booking cannot be created.

  • Embed code
    Retrieve the snippet again. It cannot be issued until you save a form URL under Form fields.

Enabling or disabling a form, deleting it, and retrieving the embed code again are also available from the menu on the right of each row in the External form tab.

Where to see what was submitted

Submissions are recorded in Jicoo as form answers. Only fields you registered under Form fields and that matched their Source mapping are recorded. Inputs on your form that you have not registered in Jicoo, or where no input matching the specified name / id was found, are not recorded.

When a new answer arrives you receive an in-app notification, a mobile push notification, and — if you use the Slack integration — a Slack message. Each notification links to the answer, so you can open it from there. Answer counts are also available under Routing → the Analytics tab.

Note: unlike Jicoo forms, external forms do not send answer notification emails (neither to hosts nor to respondents).

Note: with Execute after thank-you page, the answer is recorded at the moment the thank-you page loads.


Before you go live

The Jicoo form must be enabled

While it is disabled, the embed code on your site cannot load its configuration and submissions are not accepted. This is separate from whether the form on your own site is published.

Install the embed code on a page whose URL starts exactly like the saved form URL

Only the https:// prefix plus the host name (including the port if you use one) is compared. Any of the following differences makes it count as a different site:

  • https versus http

  • with or without www (if you saved https://example.com, it will not work on https://www.example.com)

  • a different subdomain (for example https://example.com versus https://form.example.com)

  • a different port number

When they do not match, only the data transfer to Jicoo is blocked — routing and answer recording do not happen. Your form itself still submits as before and the input still reaches you, so no error appears on screen. Always send a real submission after installing and confirm the scheduling screen opens.

Note: only one form URL can be registered. You cannot reuse the same embed code across staging and production, or across several domains — create a separate external form for each environment or site.

With "Execute after thank-you page", the thank-you page must be on the same site as the form

It must match on https versus http, the presence of www, and the subdomain. Installing the code on a completion page hosted by your form service (a page on a domain other than your own site) will not work. In that case, change the post-submission destination in your form service to a thank-you page on your own site, and install the code there.

Note: this assumes the visitor moves to the thank-you page in the same tab after submitting.

On plain HTML forms and formrun, only "Execute on submit" combined with Popup does not work

Use Execute after thank-you page if you want a popup. Forms that submit through a button and custom JavaScript cannot be detected at all, so no combination works for them.

The embed code targets the first form on the page

If another form appears earlier on the page — a search box or a newsletter sign-up, for example — it may be targeted instead. Please contact support if this happens.


If it is not working

  1. Check that the embed code is installed on the page where the form is displayed

  2. Compare the saved form URL with the URL of the page you installed it on, including https versus http and the presence of www

  3. Check that each Source mapping matches the real name / id on your form

  4. With Execute after thank-you page, check that the code is installed on the thank-you page too, and that it is on the same site as the form

  5. Check that the Jicoo form is enabled

  6. Send a test submission and confirm the destination you configured (the booking page, for example) actually opens

  7. If it does not, open your browser developer tools and check the console for errors starting with [Jicoo]

Note: a Content-Security-Policy on your site, or an ad blocker in the browser, can block the Jicoo script from loading or communicating.

If it still does not work, contact Jicoo support with the following:

  • The form URL, and the URL of the page where you installed the embed code

  • The Routing timing and destination you configured

  • When you sent the test submission

  • Any [Jicoo] error text shown in the browser console


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