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rmarcus79Asked on September 1, 2017 at 2:00 AM
Also, my firm uses a CRM called redtail. It's going to be critical that the information on the form can be imported to the CRM. Any suggestions?
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Nik_CReplied on September 1, 2017 at 2:10 AM
We have several integrations with CRM systems. You can connect your forms to these CRMs.
Let us know if you have any further questions.
Thank you!
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rmarcus79Replied on September 1, 2017 at 8:43 AMConfiguring with other CRM’s do not apply. How do I get the info into excel?
[Aurora Email Signature - Ryan Marcus]
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rmarcus79Replied on September 1, 2017 at 10:43 AMIssues with my form.
The following sections of my form have the proper drop down (yes/no) set and the drop down does not work.
These are the following slide headers
Client Access/Performance Reporting
Company/Marketing Collateral
Please fix asap.
Ryan
Sep 1, 2017, at 2:10 AM, JotForm > wrote:
A new response has been received:
[JOTFORM]/www.jotform.com>
Answered by Nik_C
We have several integrations with CRM, for example:
https://www.jotform.com/help/321-Mastering-SalesForce-with-JotForm
https://www.jotform.com/help/409-How-to-Integrate-JotForm-with-Zoho-CRM
https://www.jotform.com/help/380-How-to-Integrate-your-form-with-Insightly-CRM
Let us know if you have any further questions.
Thank you!
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John_BensonReplied on September 1, 2017 at 11:51 AM
To export your form submission into excel format, please follow this guide: https://www.jotform.com/help/44-How-to-Export-Form-Data-to-Excel
We will be addressing your other issue on this thread: https://www.jotform.com/answers/1238133
Thank you.