Is it possible to integrate JotForm with Microsoft based CRM integration?

  • Profile Image
    Christina Camacho
    Asked on April 17, 2017 at 01:14 PM

    Hello

     

    We use a CRM that is not currently one of your preferred partners.  We are looking to have our sales guys collect the information for a form that we created using Jatform and push it from the CRM to the form to then send to the customer for electronic signature.  Is this possible? 

     

    Our CRM is built on an open source Microsoft Sequal based using .net coding.

     

    Please assist.

     

  • Profile Image
    Nik_C
    Answered on April 17, 2017 at 01:43 PM

    As you saw as well, we don't have the integration with Microsoft Sequal based CRM, but did you check our third party integration with Zapier: 

    https://zapier.com/zapbook/jotform/sql-server/

    Or:

    https://zapier.com/zapbook/jotform/microsoft-dynamics/

    I'm not sure if it could work for you, I'm not familiar with Microsoft CRM.

    Could that work for you by any chance?

    Please let us know so we can review some other possible options.

    Thank you!