Does your platform integrate with SugarCRM ?

  • Profile Image
    Ann Mc Donough 
    Asked 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
    Sven
    Answered 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!