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JohnahouAsked on May 30, 2017 at 10:36 PM
Link to my form:https://form.jotform.us/Johnahou/buyers-needs-analysis-looking_to_bu
I created a jotform that would capture new "lead" info. That form would be submitted to my CRM (RealtyJuggler) which will scan the data for key fields and auto populate my CRM.
I am unable to figure out how to map the defined fields in JotForm to those in RealtyJuggler.
The field names for RealtJuggler;
First Name: First Name Last Name: Last Name Name: If first and last name are combined, use this field name. Home Phone: Home Phone Number Work Phone: Work Phone Number Office Phone: Office Phone Number Mobile Phone: Mobile Phone Number Cell Phone: Mobile Phone Number Address: Property Address City: Property City State: Property State Province: Property Province Postal Code: Property Postal Code (can also use Zip Code) Zip Code: Property Postal Code EMail: EMail address Country: Country MLS ID: MLS ID Source: Source SourceDescription: Source Info Category: If blank the categories will be set to 'CallNow' automatically. Otherwise, will be set to the category you specify plus 'CallNow'. Looking_To_Buy If this word (1 word, no spaces) is in the body or subject, then the category "Buyer" is added to the prospect record Looking_To_Sell If this word (1 word, no spaces) is in the body or subject, then the category "Seller" is added to prospect record Looking_To_Rent If this word (1 word, no spaces) is in the body or subject, then the category "Renter" is added to prospect recordFor example, if the body of the eMail contained the following information:Name: Andrew Anderson
Address: 858 Main Street
City: Wildson
State: Colorado
Zip Code: 87679
Home Phone: 967-765-7678
Email: test@emailaddress.com
These are some notes.Here are the field names that are produced by Jotform (as received by RealtyJuggler).The information entered was:
Name: textbox_sample9 textbox_sample10
EMail: 111111john@example.com
Home Phone: (111) 111-1111
Looking to Buy? YES
Address: 298734 ajldfja
City: Conroe
State: TX
Country: United
Notes: SUBJECT: Re: Buyers Needs Analysis (Looking_To_Buy) -
Buyers Needs
Analysis (Looking_To_Buy)
Sopohie
VVV
Address: 298734 ajldfja
City: Conroe
State: TX
77381
Email 111111john@example.com
Cell
Phone (312) 8327797
Is there another adult
purchasing or leasing with you? Yes
Other Party's
Name: textbox_sample9 textbox_sample10
Does the other party
have the same current address as you? Yes
Other Buyer's
Address: Other Street Address: textbox_sample11
Street
Address Line 2: textbox_sample12
Other City:
You are receiving this message as part of your membership to RealtyJuggler. -
jonathanReplied on May 31, 2017 at 1:13 AM
Actually RealtyJuggler integration is not yet an available integration on our forms. So there is no means for you to do the field mapping process to transfer your form data directly to RealtyJuggler from the form.
I reviewed your form and I can see it doesn't have RealtyJuggler integration active.
You may want to check for alternative CRM integration that is currently available here https://apps.jotform.com/category/crm
For now, I will also submit this thread as request ticket for the feature to include RealtyJuggler as another CRM integration option to JotForm.
I hope this help. Let us know if you need further assistance.