- zarmstrongAsked on January 24, 2017 at 06:10 PM
I run an exterior restoration company. All of my sales reps have iPads that they use for pictures and estimating of projects out in the field. I would like to use the tool that is already there, and give them the ability to record data during an inspection. Optimally, I would like every form completed by a sales rep to send to my CRM program and auto-generate a new lead. I know it is possible to make programs communicate, I am wondering if you can assist in any way.
- JotForm SupportBDAVIDAnswered on January 24, 2017 at 11:08 PM
If you need to send data to your own CRM, you will need to do it through custom PHP: https://www.jotform.com/help/126-How-to-send-Submissions-to-Your-MySQL-Database-Using-PHP
Our forms are optimized for mobile views. What do you want to record? Is it voice record? Screen record? Please check our widget: https://widgets.jotform.com/search/record