How to integrate the form with CRM?

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    rmarcus79
    Asked on September 01, 2017 at 02:00 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_C
    Answered on September 01, 2017 at 02:10 AM
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    rmarcus79
    Answered on September 01, 2017 at 08:43 AM
    Configuring with other CRM’s do not apply. How do I get the info into excel?
    [Aurora Email Signature - Ryan Marcus]
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    rmarcus79
    Answered on September 01, 2017 at 10:43 AM
    Issues 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_Benson
    Answered on September 01, 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.