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.


  • Profile Image

    Does your platform integrate with SugarCRM ?

    Asked by Ann Mc Donough  on May 23, 2017 at 11:53 AM

    Does it do all of this : 

    1. Bi-directional integration between the Web interface & SugarCRM

    2. Create & publish the forms in the online platform (WEB to Lead forms from SugarCRM) 

    3. Assign Accounts & Contacts access rights to fill out the forms (desktop & mobility)

    4. Allow attachments: Document, pictures, etc.

    5. Enable Electronic signature integration

    6. Enable Workflows to send automated Email once the form is filled out by the Auditor

    7. Set up notifications/alerts of key events in the process

    8. Active Directory integration & authentication with SSO for users

    9. Ability to Print the forms in .pdf when necessary 

  • Profile Image

    Answered by Sven on May 23, 2017 at 01:13 PM

    Hi,

    At the moment there's no direct integration with SugarCRM, our current integration is done through Zapier, please see the link below for more information:

    https://zapier.com/zapbook/jotform/sugarcrm/

     

    Thank you!