How to create and embed easy-to-use form and integrate it with CRM?

  • Profile Image
    Lars van Iperen 
    Asked on November 10, 2017 at 09:18 AM

    Dear Jetform,

    We are a rapidly growing moving company in the Netherlands.

    We are trying to create a easy-to-use form in wich out customers can choose the option suitable to their needs, and we want to use that information to create a financial proposal for them.

    We are also looking for connectable CRM sollutions like Teamleader. Is it possible to use the info in the Jotform form to be transferred to a possible Teamleader account?
    Also, is it possible if we place a 'get your moving proposal' button on our website which links to this form?

    we hope to hear from you soon.

    kind regards,


    Lars van iperen

    Holwerda Top Movers

  • Profile Image
    Nik_C
    Answered on November 10, 2017 at 10:35 AM

    We are trying to create an easy-to-use form in wich out customers can choose the option suitable to their needs, and we want to use that information to create a financial proposal for them.

    You can do that with our forms, please refer to our starting guide: https://www.jotform.com/help/2-How-to-Create-Your-First-Web-Form

    I'm not sure which kind of information you would like to collect, but that guide should get you started.

    We are also looking for connectable CRM solutions like Teamleader. Is it possible to use the info in the Jotform form to be transferred to a possible Teamleader account?

    We don't have integration with Team leader, but you can check our available CRM integrations: https://apps.jotform.com/search/crm 

    Also, is it possible if we place a 'get your moving proposal' button on our website which links to this form? 

    You can choose from our various embed methods: https://www.jotform.com/help/67-Which-Form-Embed-Code-Should-I-Use

    If you have any further questions please let us know.

    Thank you!