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Ann Mc DonoughAsked 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
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SvenReplied on May 23, 2017 at 1:13 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!