What is JotForm?
JotForm is a free online form builder which helps you create online forms without writing a single line of code. No sign-up required.

At JotForm, we want to make sure that you’re getting the online form builder help that you need. Our friendly customer support team is available 24/7.

We believe that if one user has a question, there could be more users who may have the same question. This is why many of our support forum threads are public and available to be searched and viewed. If you’d like help immediately, feel free to search for a similar question, or submit your question or concern.


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

    Asked by Christina Camacho 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.

     

    Page URL:
    www.ivylender.com

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    JotForm Support

    Answered by Nik_C 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!